ITA vs IDEF

AITA

BIDEF

Measures won4–0ITA wins · of 6 · 5Y

$10,000 · 5Y$20,368ITA · CIBR $17,492

Lowest cost0.37%ITA · $37 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common33.3%ITA and IDEF

ITA

IDEF

iShares U.S. Aerospace & Defense ETF · $11.6BiShares Defense Industrials Act · $3.4B

+23.8%3 years · per year$18,993 · […][…]

+15.3%5 years · per year$20,368 · […][…]

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

0.58%12-mo yield$58 · $38 on $10k0.38%

−20.0%Worst dropSmaller wins−23.7%

23.7%VolatilityLower wins24.0%

4–0ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITA · IDEF

16.9%RTX7.4%

5.2%LMT5.2%

4.8%GD4.4%

4.7%NOC3.8%

Held in common33.3%

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

All Three

5Y3 funds

#
1	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

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

All Three

5Y3 funds

#
1	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

End-of-day Nov 5, 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

$20,368

IDEF

iShares Defense Industrials Act

[…]

MeasureITAIDEF

Fee0.37%0.55%

Cost on $10k a year$37$55

Yield0.58%0.38%

5 years, per year+15.3%[…]

3 years, per year+23.8%[…]

Worst drop · 1Y−20.0%−23.7%

Volatility · 1Y23.7%24.0%

4–0measures won
ITA first

33.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ITA, IDEF, CIBR

Today

33.3%most shared, ITA and IDEF

ITAIDEFCIBR

ITA—33.3%0.0%

IDEF33.3%—10.0%

CIBR0.0%10.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee