WDEF vs ITA

AWDEF

BITA

Measures won0–4ITA wins · of 6 · 5Y

$10,000 · 5Y$20,368ITA

Lowest cost0.37%ITA · $37 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common0.0%WDEF and ITA

WDEF

ITA

WisdomTree Europe Defense Fund · $82MiShares U.S. Aerospace & Defense ETF · $11.6B

[…]3 years · per year[…] · $18,993+23.8%

[…]5 years · per year[…] · $20,368+15.3%

0.45%Expense ratio$45 · $37 on $10k · lower wins0.37%

0.08%12-mo yield$8 · $58 on $10k0.58%

−23.9%Worst dropSmaller wins−20.0%

30.6%VolatilityLower wins23.7%

0–4ITA wins

$10,000 · 5 yearsOne scale

Shared top holdingsWDEF · ITA

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

Held in common0.0%

End-of-day Nov 5, 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%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	AWDEF	WisdomTree Europe Defense FundRead Desk		0.45%	0.08%	−4.9%	−6.1%	−10.2%	new	new	−23.9%	$82M

End-of-day Nov 5, 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%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	AWDEF	WisdomTree Europe Defense FundRead Desk		0.45%	0.08%	−4.9%	−6.1%	−10.2%	new	new	−23.9%	$82M

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

Cards for this view

WDEF vs ITA

WDEF

WisdomTree Europe Defense Fund

[…]

ITA

iShares U.S. Aerospace & Defense

$20,368

MeasureWDEFITA

Fee0.45%0.37%

Cost on $10k a year$45$37

Yield0.08%0.58%

5 years, per year[…]+15.3%

3 years, per year[…]+23.8%

Worst drop · 1Y−23.9%−20.0%

Volatility · 1Y30.6%23.7%

4–0measures won
ITA first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WDEF, ITA

Today

0.0%most shared, WDEF and ITA

WDEFITA

WDEF—0.0%

ITA0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

WDEF$8 − $45 = −$37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee