WDGF vs ITA

AWDGF

BITA

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$21,184ITA

Lowest cost0.37%ITA · $37 on $10k

Most income0.27%ITA · $27 on $10k

Smallest drop−19.9%WDGF · worst fall in 1Y

Held in common41.2%WDGF and ITA

WDGF

ITA

WisdomTree Global Defense Fund · $5MiShares U.S. Aerospace & Defense ETF · $12.2B

[…]3 years · per year[…] · $20,176+26.4%

[…]5 years · per year[…] · $21,184+16.2%

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

0.05%12-mo yield$5 · $27 on $10k0.27%

−19.9%Worst dropSmaller wins−20.0%

22.7%VolatilityLower wins23.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsWDGF · ITA

5.9%LMT5.5%

5.0%RTX17.0%

5.3%NOC4.8%

5.2%GD4.8%

Held in common41.2%

End-of-day Nov 4, 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%	0.27%	−1.5%	−0.6%	−0.7%	+26.4%	+16.2%	−20.0%	$12.2B
2	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 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%	0.27%	−1.5%	−0.6%	−0.7%	+26.4%	+16.2%	−20.0%	$12.2B
2	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDGF vs ITA

WDGF

WisdomTree Global Defense Fund

[…]

ITA

iShares U.S. Aerospace & Defense

$21,184

MeasureWDGFITA

Fee0.45%0.37%

Cost on $10k a year$45$37

Yield0.05%0.27%

5 years, per year[…]+16.2%

3 years, per year[…]+26.4%

Worst drop · 1Y−19.9%−20.0%

Volatility · 1Y22.7%23.4%

2–2measures won
level

41.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WDGF, ITA

Today

41.2%most shared, WDGF and ITA

WDGFITA

WDGF—41.2%

ITA41.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, ITA

ITA$27 − $37 = −$10

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee