WAR vs ITA

AWAR

BITA

Measures won1–3ITA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ITA $20,603

Lowest cost0.35%SMH · $35 on $10k

Most income12.14%WAR · $1,214 on $10k

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

Held in common3.3%WAR and ITA

WAR

ITA

U.S. Global Technology and Aerospace & Defense ETF · $31MiShares U.S. Aerospace & Defense ETF · $11.7B

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

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

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

12.14%12-mo yield$1,214 · $58 on $10k0.58%

−35.1%Worst dropSmaller wins−20.0%

39.1%VolatilityLower wins23.7%

1–3ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWAR · ITA

5.7%AXON2.5%

3.8%KRMN0.3%

7.5%AVAV0.3%

4.3%LOAR0.2%

Held in common3.3%

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	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.14%	+4.0%	+5.4%	+7.7%	new	new	−35.1%	$31M

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	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.14%	+4.0%	+5.4%	+7.7%	new	new	−35.1%	$31M

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

WAR vs ITA

WAR

U.S. Global Technology and Aerospace & Defense

[…]

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureWARITA

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield12.14%0.58%

5 years, per year[…]+15.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−35.1%−20.0%

Volatility · 1Y39.1%23.7%

3–1measures won
ITA first

3.3%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: WAR, ITA, SMH

Today

9.9%most shared, WAR and SMH

WARITASMH

WAR—3.3%9.9%

ITA3.3%—0.0%

SMH9.9%0.0%—

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

Income After Fees on $10,000

$1,154most kept, WAR

WAR$1,214 − $60 = $1,154

ITA$58 − $37 = $21

SMH$24 − $35 = −$11

KeptFee

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