MISL vs ITA

AMISL

BITA

Measures won0–4ITA wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

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

Held in common66.9%MISL and ITA

MISL

ITA

First Trust Indxx Aerospace & Defense ETF · $680MiShares U.S. Aerospace & Defense ETF · $12.5B

+24.9%3 years · per year$19,463 · $20,582+27.2%

[…]5 years · per year[…] · $21,275+16.3%

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

0.07%12-mo yield$7 · $26 on $10k0.26%

−20.0%Worst dropSmaller wins−20.0%

25.5%VolatilityLower wins23.3%

0–4ITA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMISL · ITA

8.6%RTX17.2%

7.9%GE20.0%

7.2%BA6.8%

5.0%LMT5.7%

Held in common66.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	BITA	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
4	AMISL	First Trust Indxx Aerospace & Defense ETFRead Desk	0.60%	0.07%	+0.7%	−0.9%	−1.5%	+24.9%	new	−20.0%	$680M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	BITA	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
4	AMISL	First Trust Indxx Aerospace & Defense ETFRead Desk	0.60%	0.07%	+0.7%	−0.9%	−1.5%	+24.9%	new	−20.0%	$680M

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

Cards for this view

MISL vs ITA

MISL

First Trust Indxx Aerospace & Defense

[…]

ITA

iShares U.S. Aerospace & Defense

$21,275

MeasureMISLITA

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield0.07%0.26%

5 years, per year[…]+16.3%

3 years, per year+24.9%+27.2%

Worst drop · 1Y−20.0%−20.0%

Volatility · 1Y25.5%23.3%

4–0measures won
ITA first

66.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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 3, 2026

Overlap: MISL, ITA, SOXX, SMH

Today

69.0%most shared, SOXX and SMH

MISLITASOXXSMH

MISL—66.9%0.0%0.0%

ITA66.9%—0.0%0.0%

SOXX0.0%0.0%—69.0%

SMH0.0%0.0%69.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

ITA$26 − $37 = −$11

SMH$21 − $35 = −$14

MISL$7 − $60 = −$53

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee