ITA vs IDEF

AITA

BIDEF

Measures won1–2IDEF wins · of 6 · 5Y

$10,000 · 5Y$21,184ITA

Lowest cost0.37%ITA · $37 on $10k

Most income0.36%IDEF · $36 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common34.1%ITA and IDEF

ITA

IDEF

iShares U.S. Aerospace & Defense ETF · $12.5BiShares Defense Industrials Act · $3.7B

+26.4%3 years · per year$20,176 · […][…]

+16.2%5 years · per year$21,184 · […][…]

0.37%Expense ratio$37 · $55 on $10k · lower wins0.55%

0.27%12-mo yield$27 · $36 on $10k0.36%

−20.0%Worst dropSmaller wins−19.2%

23.4%VolatilityLower wins23.4%

1–2IDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsITA · IDEF

17.0%RTX7.4%

5.5%LMT5.4%

4.8%GD4.4%

4.8%NOC3.9%

Held in common34.1%

End-of-day Nov 4, 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%	0.27%	−1.5%	−0.6%	−0.7%	+26.4%	+16.2%	−20.0%	$12.5B
2	BIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.7B

End-of-day Nov 4, 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%	0.27%	−1.5%	−0.6%	−0.7%	+26.4%	+16.2%	−20.0%	$12.5B
2	BIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITA vs IDEF

ITA

iShares U.S. Aerospace & Defense

$21,184

IDEF

iShares Defense Industrials Act

[…]

MeasureITAIDEF

Fee0.37%0.55%

Cost on $10k a year$37$55

Yield0.27%0.36%

5 years, per year+16.2%[…]

3 years, per year+26.4%[…]

Worst drop · 1Y−20.0%−19.2%

Volatility · 1Y23.4%23.4%

2–1measures won
IDEF first

34.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITA, IDEF

Today

34.1%most shared, ITA and IDEF

ITAIDEF

ITA—34.1%

IDEF34.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, ITA

ITA$27 − $37 = −$10

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee