ITA vs ARKX

AITA

BARKX

Measures won4–1ITA wins · of 6 · 5Y

$10,000 · 5Y$21,274ITA

Lowest cost0.37%ITA · $37 on $10k

Most income0.26%ITA · $26 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common11.4%ITA and ARKX

ITA

ARKX

iShares U.S. Aerospace & Defense ETF · $12.5BARK Space & Defense Innovation ETF · $737M

+27.2%3 years · per year$20,582 · $23,588+33.1%

+16.3%5 years · per year$21,275 · […][…]

0.37%Expense ratio$37 · $75 on $10k · lower wins0.75%

0.26%12-mo yield$26 · $0 on $10k0.00%

−20.0%Worst dropSmaller wins−21.8%

23.3%VolatilityLower wins33.6%

4–1ITA wins

$10,000 · 5 yearsOne scale

Shared top holdingsITA · ARKX

4.0%LHX7.8%

2.3%RKLB4.9%

5.7%LMT1.2%

1.0%HEI1.8%

Held in common11.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.26%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	BARKX	ARK Space & Defense Innovation ETFRead Desk		0.75%	0.00%	+1.1%	+3.2%	−4.6%	+33.1%	new	−21.8%	$737M

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

Both

5Y2 funds

#			Trend
1	AITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.26%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	BARKX	ARK Space & Defense Innovation ETFRead Desk		0.75%	0.00%	+1.1%	+3.2%	−4.6%	+33.1%	new	−21.8%	$737M

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

Cards for this view

ITA vs ARKX

ITA

iShares U.S. Aerospace & Defense

$21,275

ARKX

ARK Space & Defense Innovation

[…]

MeasureITAARKX

Fee0.37%0.75%

Cost on $10k a year$37$75

Yield0.26%0.00%

5 years, per year+16.3%[…]

3 years, per year+27.2%+33.1%

Worst drop · 1Y−20.0%−21.8%

Volatility · 1Y23.3%33.6%

4–1measures won
ITA first

11.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ITA, ARKX

Today

11.4%most shared, ITA and ARKX

ITAARKX

ITA—11.4%

ARKX11.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$11most kept, ITA

ITA$26 − $37 = −$11

ARKX$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee