PPA vs ITA

APPA

BITA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PPA $21,600

Lowest cost0.35%SMH · $35 on $10k

Most income0.58%ITA · $58 on $10k

Smallest drop−18.4%PPA · worst fall in 1Y

Held in common70.8%PPA and ITA

PPA

ITA

Invesco Aerospace & Defense ETF · $7.2BiShares U.S. Aerospace & Defense ETF · $11.7B

+24.0%3 years · per year$19,051 · $19,113+24.1%

+16.7%5 years · per year$21,600 · $20,603+15.6%

0.58%Expense ratio$58 · $37 on $10k · lower wins0.37%

0.43%12-mo yield$43 · $58 on $10k0.58%

−18.4%Worst dropSmaller wins−20.0%

22.2%VolatilityLower wins23.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPA · ITA

9.5%RTX17.0%

9.4%GE21.4%

8.3%BA7.0%

9.3%LMT5.3%

Held in common70.8%

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	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.2B
3	BITA	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

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	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.2B
3	BITA	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

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

PPA vs ITA

PPA

Invesco Aerospace & Defense

$21,600

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasurePPAITA

Fee0.58%0.37%

Cost on $10k a year$58$37

Yield0.43%0.58%

5 years, per year+16.7%+15.6%

3 years, per year+24.0%+24.1%

Worst drop · 1Y−18.4%−20.0%

Volatility · 1Y22.2%23.7%

3–3measures won
level

70.8%

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: PPA, ITA, SMH

Today

70.8%most shared, PPA and ITA

PPAITASMH

PPA—70.8%0.0%

ITA70.8%—0.0%

SMH0.0%0.0%—

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

SMH$24 − $35 = −$11

PPA$43 − $58 = −$15

KeptFee

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