ITA vs SHLD5YITAITAAvsBSHLDSHLDiShares U.S. Aerospace & Defense ETF · $12.3BGlobal X - Defense Tech ETF · $6.1BReturns · dividends in+25.0%3 years · per year$19,543 · $23,495+32.9%+16.6%5 years · per year$21,584 · […][…]Cost and income0.37%Expense ratio$37 · $50 on $10k · lower wins0.50%0.26%12-mo yield$26 · $69 on $10k0.69%
$10,000 in ITA, SHLD, DRAM5Y$10k startITA $21.6kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: ITA, SHLD, DRAMToday31.5%most shared, ITA and SHLDITASHLDDRAMITA—31.5%0.0%SHLD31.5%—0.0%DRAM0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
ITA vs SHLD5YAITAiShares U.S. Aerospace & Defense$21,584vsSHLDBGlobal X - Defense Tech[…]MeasureITASHLDFee0.37%0.50%Cost on $10k a year$37$50Yield0.26%0.69%5 years, per year+16.6%[…]3 years, per year+25.0%+32.9%Worst drop · 1Y−20.0%−25.4%Volatility · 1Y24.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AITAiShares U.S. Aerospace & Defense ETFReadDesk0.37%0.26%+0.9%+1.3%+4.1%+25.0%+16.6%−20.0%$12.3B2BSHLDGlobal X - Defense Tech ETFReadDesk0.50%0.69%+1.0%−4.8%−5.6%+32.9%new−25.4%$6.1B3DRAMRoundhill Memory ETFReadDesk0.65%0.00%−2.7%newnewnewnew[…]$15.9BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AITAiShares U.S. Aerospace & Defense ETFReadDesk0.37%0.26%+0.9%+1.3%+4.1%+25.0%+16.6%−20.0%$12.3B2BSHLDGlobal X - Defense Tech ETFReadDesk0.50%0.69%+1.0%−4.8%−5.6%+32.9%new−25.4%$6.1B3DRAMRoundhill Memory ETFReadDesk0.65%0.00%−2.7%newnewnewnew[…]$15.9BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: ITA, SHLD, DRAMToday31.5%most shared, ITA and SHLDITASHLDDRAMITA—31.5%0.0%SHLD31.5%—0.0%DRAM0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$19most kept, SHLDSHLD$69 − $50 = $19ITA$26 − $37 = −$11DRAM$0 − $65 = −$65KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee