ITA vs SPY

AITA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$20,368ITA · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.0%ITA and SPY

ITA

SPY

iShares U.S. Aerospace & Defense ETF · $11.6BState Street SPDR S&P 500 ETF · $819B

+23.8%3 years · per year$18,993 · $18,174+22.0%

+15.3%5 years · per year$20,368 · $17,099+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

0.58%12-mo yield$58 · $103 on $10k1.03%

−20.0%Worst dropSmaller wins−8.9%

23.7%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsITA · SPY

21.5%GE0.5%

16.9%RTX0.4%

6.9%BA0.2%

5.2%LMT0.2%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

End-of-day Nov 5, 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%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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 SPY

ITA

iShares U.S. Aerospace & Defense

$20,368

SPY

SPDR S&P 500

$17,099

MeasureITASPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield0.58%1.03%

5 years, per year+15.3%+11.3%

3 years, per year+23.8%+22.0%

Worst drop · 1Y−20.0%−8.9%

Volatility · 1Y23.7%13.6%

4–2measures won
SPY first

2.0%

holdings shared

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

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

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

Overlap: ITA, SPY

Today

2.0%most shared, ITA and SPY

ITASPY

ITA—2.0%

SPY2.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ITA$58 − $37 = $21

KeptFee

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