PWRD vs ITA

APWRD

BITA

Measures won0–5ITA wins · of 6 · 5Y

$10,000 · 5Y$21,232ITA

Lowest cost0.37%ITA · $37 on $10k

Most income0.26%ITA · $26 on $10k

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

Held in common9.6%PWRD and ITA

PWRD

ITA

TCW Transform Systems ETF · $1.3BiShares U.S. Aerospace & Defense ETF · $12.2B

+23.5%3 years · per year$18,843 · $19,462+24.9%

[…]5 years · per year[…] · $21,232+16.3%

0.75%Expense ratio$75 · $37 on $10k · lower wins0.37%

0.06%12-mo yield$6 · $26 on $10k0.26%

−27.0%Worst dropSmaller wins−20.0%

30.3%VolatilityLower wins24.0%

0–5ITA wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWRD · ITA

9.6%GE21.7%

Held in common9.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
2	APWRD	TCW Transform Systems ETFRead Desk		0.75%	0.06%	+4.9%	−0.2%	−3.2%	+23.5%	new	−27.0%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
2	APWRD	TCW Transform Systems ETFRead Desk		0.75%	0.06%	+4.9%	−0.2%	−3.2%	+23.5%	new	−27.0%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PWRD vs ITA

PWRD

TCW Transform Systems

[…]

ITA

iShares U.S. Aerospace & Defense

$21,232

MeasurePWRDITA

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.06%0.26%

5 years, per year[…]+16.3%

3 years, per year+23.5%+24.9%

Worst drop · 1Y−27.0%−20.0%

Volatility · 1Y30.3%24.0%

5–0measures won
ITA first

9.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PWRD, ITA

Today

9.6%most shared, PWRD and ITA

PWRDITA

PWRD—9.6%

ITA9.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$11most kept, ITA

ITA$26 − $37 = −$11

PWRD$6 − $75 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee