SMRF vs ITA

ASMRF

BITA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,603ITA

Lowest cost0.37%ITA · $37 on $10k

Most income1.99%SMRF · $199 on $10k

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

Held in common0.8%SMRF and ITA

SMRF

ITA

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF · $13MiShares U.S. Aerospace & Defense ETF · $11.7B

[…]3 years · per year[…] · $19,113+24.1%

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

0.65%Expense ratio$65 · $37 on $10k · lower wins0.37%

1.99%12-mo yield$199 · $58 on $10k0.58%

[…]Worst dropSmaller wins−20.0%

[…]VolatilityLower wins23.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMRF · ITA

4.7%BWXT0.8%

Held in common0.8%

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

Both

5Y2 funds

#			Trend
1	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
2	ASMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFRead Desk		0.65%	1.99%	+2.1%	new	new	new	new	[…]	$13M

End-of-day Nov 6, 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%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
2	ASMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFRead Desk		0.65%	1.99%	+2.1%	new	new	new	new	[…]	$13M

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

SMRF vs ITA

SMRF

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology

[…]

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureSMRFITA

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield1.99%0.58%

5 years, per year[…]+15.6%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−20.0%

Volatility · 1Y[…]23.7%

1–1measures won
level

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMRF, ITA

Today

0.8%most shared, SMRF and ITA

SMRFITA

SMRF—0.8%

ITA0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$134most kept, SMRF

SMRF$199 − $65 = $134

ITA$58 − $37 = $21

KeptFee

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