WDGF vs ITA

AWDGF

BITA

Measures won1–3ITA wins · of 6 · 5Y

$10,000 · 5Y$21,232ITA · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common41.6%WDGF and ITA

WDGF

ITA

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

[…]3 years · per year[…] · $19,462+24.9%

[…]5 years · per year[…] · $21,232+16.3%

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

0.05%12-mo yield$5 · $26 on $10k0.26%

−21.1%Worst dropSmaller wins−20.0%

23.6%VolatilityLower wins24.0%

1–3ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDGF · ITA

5.6%LMT5.1%

5.1%RTX16.5%

5.4%NOC4.8%

5.3%GD4.8%

Held in common41.6%

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	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M

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	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M

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

WDGF vs ITA

WDGF

WisdomTree Global Defense Fund

[…]

ITA

iShares U.S. Aerospace & Defense

$21,232

MeasureWDGFITA

Fee0.45%0.37%

Cost on $10k a year$45$37

Yield0.05%0.26%

5 years, per year[…]+16.3%

3 years, per year[…]+24.9%

Worst drop · 1Y−21.1%−20.0%

Volatility · 1Y23.6%24.0%

3–1measures won
ITA first

41.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: WDGF, ITA, VOO

Today

41.6%most shared, WDGF and ITA

WDGFITAVOO

WDGF—41.6%1.9%

ITA41.6%—1.9%

VOO1.9%1.9%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

ITA$26 − $37 = −$11

WDGF$5 − $45 = −$40

KeptFee

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