ITA vs PPA

AITA

BPPA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,600PPA · ITA $20,603

Lowest cost0.37%ITA · $37 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common70.8%ITA and PPA

ITA

PPA

iShares U.S. Aerospace & Defense ETF · $11.6BInvesco Aerospace & Defense ETF · $7.4B

+24.1%3 years · per year$19,113 · $19,051+24.0%

+15.6%5 years · per year$20,603 · $21,600+16.7%

0.37%Expense ratio$37 · $58 on $10k · lower wins0.58%

0.58%12-mo yield$58 · $43 on $10k0.43%

−20.0%Worst dropSmaller wins−18.4%

23.7%VolatilityLower wins22.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsITA · PPA

17.0%RTX9.5%

21.4%GE9.4%

7.0%BA8.3%

5.3%LMT9.3%

Held in common70.8%

End-of-day Nov 6, 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	BPPA	Invesco Aerospace & Defense ETFRead Desk		0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.4B
2	AITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPPA	Invesco Aerospace & Defense ETFRead Desk		0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.4B
2	AITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITA vs PPA

ITA

iShares U.S. Aerospace & Defense

$20,603

PPA

Invesco Aerospace & Defense

$21,600

MeasureITAPPA

Fee0.37%0.58%

Cost on $10k a year$37$58

Yield0.58%0.43%

5 years, per year+15.6%+16.7%

3 years, per year+24.1%+24.0%

Worst drop · 1Y−20.0%−18.4%

Volatility · 1Y23.7%22.2%

3–3measures won
level

70.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITA, PPA

Today

70.8%most shared, ITA and PPA

ITAPPA

ITA—70.8%

PPA70.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

PPA$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee