WAR vs XAR

AWAR

BXAR

Measures won1–3XAR wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XAR $20,029

Lowest cost0.35%XAR · $35 on $10k

Most income11.47%WAR · $1,147 on $10k

Smallest drop−27.8%XAR · worst fall in 1Y

Held in common10.0%WAR and XAR

WAR

XAR

U.S. Global Technology and Aerospace & Defense ETF · $31MState Street SPDR S&P Aerospace & Defense ETF · $5.0B

[…]3 years · per year[…] · $20,003+26.0%

[…]5 years · per year[…] · $20,029+14.9%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

11.47%12-mo yield$1,147 · $18 on $10k0.18%

−35.1%Worst dropSmaller wins−27.8%

39.5%VolatilityLower wins30.9%

1–3XAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWAR · XAR

3.8%KRMN3.6%

7.5%AVAV2.4%

5.7%AXON2.0%

4.3%LOAR1.6%

Held in common10.0%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+5.5%	−1.9%	+1.6%	+26.0%	+14.9%	−27.8%	$5.0B
3	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	11.47%	+5.8%	+11.5%	+15.7%	new	new	−35.1%	$31M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+5.5%	−1.9%	+1.6%	+26.0%	+14.9%	−27.8%	$5.0B
3	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	11.47%	+5.8%	+11.5%	+15.7%	new	new	−35.1%	$31M

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

WAR vs XAR

WAR

U.S. Global Technology and Aerospace & Defense

[…]

XAR

SPDR S&P Aerospace & Defense

$20,029

MeasureWARXAR

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield11.47%0.18%

5 years, per year[…]+14.9%

3 years, per year[…]+26.0%

Worst drop · 1Y−35.1%−27.8%

Volatility · 1Y39.5%30.9%

3–1measures won
XAR first

10.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: WAR, XAR, SMH

Today

10.0%most shared, WAR and XAR

WARXARSMH

WAR—10.0%10.0%

XAR10.0%—0.0%

SMH10.0%0.0%—

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

Income After Fees on $10,000

$1,087most kept, WAR

WAR$1,147 − $60 = $1,087

SMH$23 − $35 = −$12

XAR$18 − $35 = −$17

KeptFee

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