ITA vs SPYM

AITA

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$21,184ITA · VOO $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common2.0%ITA and SPYM

ITA

SPYM

iShares U.S. Aerospace & Defense ETF · $12.5BState Street SPDR Portfolio S&P 500 ETF · $185B

+27.2%3 years · per year$20,582 · $19,092+24.1%

+16.3%5 years · per year$21,275 · $17,749+12.2%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

0.26%12-mo yield$26 · $103 on $10k1.03%

−20.0%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITA · SPYM

20.0%GE0.5%

17.2%RTX0.4%

6.8%BA0.2%

5.7%LMT0.2%

Held in common2.0%

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

All Three

5Y3 funds

#
1	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

End-of-day Nov 4, 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%	0.26%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

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 SPYM

ITA

iShares U.S. Aerospace & Defense

$21,275

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureITASPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield0.26%1.03%

5 years, per year+16.3%+12.2%

3 years, per year+27.2%+24.1%

Worst drop · 1Y−20.0%−8.9%

Volatility · 1Y23.3%12.7%

4–2measures won
SPYM first

2.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: ITA, SPYM, VOO

Today

95.5%most shared, SPYM and VOO

ITASPYMVOO

ITA—2.0%1.9%

SPYM2.0%—95.5%

VOO1.9%95.5%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

ITA$26 − $37 = −$11

KeptFee

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