SHOC vs ITA

ASHOC

BITA

Measures won1–4ITA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ITA $20,603

Lowest cost0.35%SMH · $35 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common0.0%SHOC and ITA

SHOC

ITA

Strive U.S. Semiconductor ETF · $185MiShares U.S. Aerospace & Defense ETF · $11.7B

+39.6%3 years · per year$27,205 · $19,113+24.1%

[…]5 years · per year[…] · $20,603+15.6%

0.40%Expense ratio$40 · $37 on $10k · lower wins0.37%

0.15%12-mo yield$15 · $58 on $10k0.58%

−35.3%Worst dropSmaller wins−20.0%

44.6%VolatilityLower wins23.7%

1–4ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHOC · ITA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+3.4%	+21.7%	+21.0%	+39.6%	new	−35.3%	$185M

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	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
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+3.4%	+21.7%	+21.0%	+39.6%	new	−35.3%	$185M

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

SHOC vs ITA

SHOC

Strive U.S. Semiconductor

[…]

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureSHOCITA

Fee0.40%0.37%

Cost on $10k a year$40$37

Yield0.15%0.58%

5 years, per year[…]+15.6%

3 years, per year+39.6%+24.1%

Worst drop · 1Y−35.3%−20.0%

Volatility · 1Y44.6%23.7%

4–1measures won
ITA first

0.0%

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: SHOC, ITA, SMH

Today

66.8%most shared, SHOC and SMH

SHOCITASMH

SHOC—0.0%66.8%

ITA0.0%—0.0%

SMH66.8%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

SHOC$15 − $40 = −$25

KeptFee

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