ITA vs WDGF

AITA

BWDGF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$21,184ITA

Lowest cost0.37%ITA · $37 on $10k

Most income0.27%ITA · $27 on $10k

Smallest drop−19.9%WDGF · worst fall in 1Y

Held in common41.2%ITA and WDGF

ITA

WDGF

iShares U.S. Aerospace & Defense ETF · $12.2BWisdomTree Global Defense Fund · $5M

+26.4%3 years · per year$20,176 · […][…]

+16.2%5 years · per year$21,184 · […][…]

0.37%Expense ratio$37 · $45 on $10k · lower wins0.45%

0.27%12-mo yield$27 · $5 on $10k0.05%

−20.0%Worst dropSmaller wins−19.9%

23.4%VolatilityLower wins22.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsITA · WDGF

5.5%LMT5.9%

17.0%RTX5.0%

4.8%NOC5.3%

4.8%GD5.2%

Held in common41.2%

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

Both

5Y2 funds

#			Trend
1	AITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.27%	−1.5%	−0.6%	−0.7%	+26.4%	+16.2%	−20.0%	$12.2B
2	BWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 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%	0.27%	−1.5%	−0.6%	−0.7%	+26.4%	+16.2%	−20.0%	$12.2B
2	BWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

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 WDGF

ITA

iShares U.S. Aerospace & Defense

$21,184

WDGF

WisdomTree Global Defense Fund

[…]

MeasureITAWDGF

Fee0.37%0.45%

Cost on $10k a year$37$45

Yield0.27%0.05%

5 years, per year+16.2%[…]

3 years, per year+26.4%[…]

Worst drop · 1Y−20.0%−19.9%

Volatility · 1Y23.4%22.7%

2–2measures won
level

41.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITA, WDGF

Today

41.2%most shared, ITA and WDGF

ITAWDGF

ITA—41.2%

WDGF41.2%—

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

Income After Fees on $10,000

−$10most kept, ITA

ITA$27 − $37 = −$10

WDGF$5 − $45 = −$40

KeptFee

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