ITA vs WDGF

AITA

BWDGF

Measures won3–1ITA wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ITA $20,368

Lowest cost0.35%SMH · $35 on $10k

Most income0.83%ITA · $83 on $10k

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

Held in common40.3%ITA and WDGF

ITA

WDGF

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

+23.8%3 years · per year$18,993 · […][…]

+15.3%5 years · per year$20,368 · […][…]

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

0.83%12-mo yield$83 · $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

5.2%LMT5.9%

16.9%RTX5.0%

4.8%GD5.2%

4.7%NOC5.3%

Held in common40.3%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.83%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$12.2B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.83%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$12.2B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M

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 WDGF

ITA

iShares U.S. Aerospace & Defense

$20,368

WDGF

WisdomTree Global Defense Fund

[…]

MeasureITAWDGF

Fee0.37%0.45%

Cost on $10k a year$37$45

Yield0.83%0.05%

5 years, per year+15.3%[…]

3 years, per year+23.8%[…]

Worst drop · 1Y−20.0%−21.1%

Volatility · 1Y23.7%23.2%

3–1measures won
ITA first

40.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX 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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ITA, WDGF, SMH

Today

40.3%most shared, ITA and WDGF

ITAWDGFSMH

ITA—40.3%0.0%

WDGF40.3%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$46most kept, ITA

ITA$83 − $37 = $46

SMH$25 − $35 = −$10

WDGF$5 − $45 = −$40

KeptFee

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