PPA vs SHLD

APPA

BSHLD

Measures won2–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PPA $21,409

Lowest cost0.35%SMH · $35 on $10k

Most income0.73%SHLD · $73 on $10k

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

Held in common40.1%PPA and SHLD

PPA

SHLD

Invesco Aerospace & Defense ETF · $7.4BGlobal X - Defense Tech ETF · $6.3B

+23.6%3 years · per year$18,861 · $23,074+32.1%

+16.4%5 years · per year$21,409 · […][…]

0.58%Expense ratio$58 · $50 on $10k · lower wins0.50%

0.44%12-mo yield$44 · $73 on $10k0.73%

−18.4%Worst dropSmaller wins−25.4%

22.1%VolatilityLower wins25.8%

2–3SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPA · SHLD

9.5%RTX9.5%

9.2%LMT9.5%

5.6%GD9.0%

5.0%NOC8.0%

Held in common40.1%

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%	$57.7B
2	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.4B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.3B

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%	$57.7B
2	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.4B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.3B

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

PPA vs SHLD

PPA

Invesco Aerospace & Defense

$21,409

SHLD

Global X - Defense Tech

[…]

MeasurePPASHLD

Fee0.58%0.50%

Cost on $10k a year$58$50

Yield0.44%0.73%

5 years, per year+16.4%[…]

3 years, per year+23.6%+32.1%

Worst drop · 1Y−18.4%−25.4%

Volatility · 1Y22.1%25.8%

3–2measures won
SHLD first

40.1%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PPA, SHLD, SMH

Today

40.1%most shared, PPA and SHLD

PPASHLDSMH

PPA—40.1%0.0%

SHLD40.1%—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

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$25 − $35 = −$10

PPA$44 − $58 = −$14

KeptFee

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