ITA vs WDGF

AITA

BWDGF

Measures won3–1ITA wins · of 6 · 5Y

$10,000 · 5Y$20,603ITA · CIBR $17,242

Lowest cost0.37%ITA · $37 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common40.7%ITA and WDGF

ITA

WDGF

iShares U.S. Aerospace & Defense ETF · $11.6BWisdomTree Global Defense Fund · $5M

+24.1%3 years · per year$19,113 · […][…]

+15.6%5 years · per year$20,603 · […][…]

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

0.58%12-mo yield$58 · $5 on $10k0.05%

−20.0%Worst dropSmaller wins−21.1%

23.7%VolatilityLower wins23.2%

3–1ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITA · WDGF

5.3%LMT5.9%

17.0%RTX5.0%

4.9%NOC5.3%

4.9%GD5.2%

Held in common40.7%

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	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.4%	−6.4%	−6.5%	new	new	−21.1%	$5M

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	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.4%	−6.4%	−6.5%	new	new	−21.1%	$5M

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 WDGF

ITA

iShares U.S. Aerospace & Defense

$20,603

WDGF

WisdomTree Global Defense Fund

[…]

MeasureITAWDGF

Fee0.37%0.45%

Cost on $10k a year$37$45

Yield0.58%0.05%

5 years, per year+15.6%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−20.0%−21.1%

Volatility · 1Y23.7%23.2%

3–1measures won
ITA first

40.7%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITA, WDGF, CIBR

Today

40.7%most shared, ITA and WDGF

ITAWDGFCIBR

ITA—40.7%0.0%

WDGF40.7%—2.9%

CIBR0.0%2.9%—

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

CIBR$43 − $58 = −$15

WDGF$5 − $45 = −$40

KeptFee

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