ITA vs UFOX

AITA

BUFOX

Measures won4–2ITA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ITA $20,603

Lowest cost0.30%UFOX · $30 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common2.4%ITA and UFOX

ITA

UFOX

iShares U.S. Aerospace & Defense ETF · $11.7BDefiance Space and Connective Tech ETF · $733M

+24.1%3 years · per year$19,113 · $24,462+34.7%

+15.6%5 years · per year$20,603 · $19,822+14.7%

0.37%Expense ratio$37 · $30 on $10k · lower wins0.30%

0.58%12-mo yield$58 · $52 on $10k0.52%

−20.0%Worst dropSmaller wins−35.5%

23.7%VolatilityLower wins34.6%

4–2ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITA · UFOX

2.0%RKLB2.0%

0.1%RDW0.7%

0.1%FLY0.8%

0.1%LUNR0.7%

Held in common2.4%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
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%	$11.7B
3	BUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.52%	+3.9%	+11.8%	+8.4%	+34.7%	+14.7%	−35.5%	$733M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
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%	$11.7B
3	BUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.52%	+3.9%	+11.8%	+8.4%	+34.7%	+14.7%	−35.5%	$733M

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 UFOX

ITA

iShares U.S. Aerospace & Defense

$20,603

UFOX

Defiance Space and Connective Tech

$19,822

MeasureITAUFOX

Fee0.37%0.30%

Cost on $10k a year$37$30

Yield0.58%0.52%

5 years, per year+15.6%+14.7%

3 years, per year+24.1%+34.7%

Worst drop · 1Y−20.0%−35.5%

Volatility · 1Y23.7%34.6%

4–2measures won
ITA first

2.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ITA, UFOX, SMH

Today

14.5%most shared, UFOX and SMH

ITAUFOXSMH

ITA—2.4%0.0%

UFOX2.4%—14.5%

SMH0.0%14.5%—

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

Income After Fees on $10,000

$22most kept, UFOX

UFOX$52 − $30 = $22

ITA$58 − $37 = $21

SMH$24 − $35 = −$11

KeptFee

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