IDEF vs PPA

AIDEF

BPPA

Measures won1–3PPA wins · of 6 · 5Y

$10,000 · 5Y$22,289PPA · CIBR $17,956

Lowest cost0.55%IDEF · $55 on $10k

Most income0.42%CIBR · $42 on $10k

Smallest drop−18.4%PPA · worst fall in 1Y

Held in common42.4%IDEF and PPA

IDEF

PPA

iShares Defense Industrials Act · $3.6BInvesco Aerospace & Defense ETF · $7.2B

[…]3 years · per year[…] · $19,429+24.8%

[…]5 years · per year[…] · $22,289+17.4%

0.55%Expense ratio$55 · $58 on $10k · lower wins0.58%

0.36%12-mo yield$36 · $41 on $10k0.41%

−23.7%Worst dropSmaller wins−18.4%

24.5%VolatilityLower wins22.5%

1–3PPA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · PPA

7.4%RTX9.3%

5.2%LMT9.0%

4.4%GD5.6%

4.0%NOC5.2%

Held in common42.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.41%	+4.0%	+2.1%	+4.8%	+24.8%	+17.4%	−18.4%	$7.2B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.41%	+4.0%	+2.1%	+4.8%	+24.8%	+17.4%	−18.4%	$7.2B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs PPA

IDEF

iShares Defense Industrials Act

[…]

PPA

Invesco Aerospace & Defense

$22,289

MeasureIDEFPPA

Fee0.55%0.58%

Cost on $10k a year$55$58

Yield0.36%0.41%

5 years, per year[…]+17.4%

3 years, per year[…]+24.8%

Worst drop · 1Y−23.7%−18.4%

Volatility · 1Y24.5%22.5%

2–1measures won
PPA first

42.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IDEF, PPA, DRAM, CIBR

Today

42.4%most shared, IDEF and PPA

IDEFPPADRAMCIBR

IDEF—42.4%0.2%9.8%

PPA42.4%—0.0%2.1%

DRAM0.2%0.0%—0.0%

CIBR9.8%2.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$16most kept, CIBR

CIBR$42 − $58 = −$16

PPA$41 − $58 = −$17

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee