XAR vs PPA

AXAR

BPPA

Measures won2–4PPA wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · PPA $22,650

Lowest cost0.35%XAR · $35 on $10k

Most income0.41%PPA · $41 on $10k

Smallest drop−17.3%PPA · worst fall in 1Y

Held in common47.2%XAR and PPA

XAR

PPA

State Street SPDR S&P Aerospace & Defense ETF · $5.2BInvesco Aerospace & Defense ETF · $7.6B

+28.4%3 years · per year$21,173 · $20,727+27.5%

+14.6%5 years · per year$19,789 · $22,650+17.8%

0.35%Expense ratio$35 · $58 on $10k · lower wins0.58%

0.18%12-mo yield$18 · $41 on $10k0.41%

−26.6%Worst dropSmaller wins−17.3%

29.6%VolatilityLower wins21.6%

2–4PPA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXAR · PPA

3.6%LMT9.7%

3.3%LHX4.3%

3.2%NOC5.2%

3.1%HONA3.7%

Held in common47.2%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.41%	+0.7%	+3.9%	+3.1%	+27.5%	+17.8%	−17.3%	$7.6B
3	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.41%	+0.7%	+3.9%	+3.1%	+27.5%	+17.8%	−17.3%	$7.6B
3	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

XAR vs PPA

XAR

SPDR S&P Aerospace & Defense

$19,790

PPA

Invesco Aerospace & Defense

$22,650

MeasureXARPPA

Fee0.35%0.58%

Cost on $10k a year$35$58

Yield0.18%0.41%

5 years, per year+14.6%+17.8%

3 years, per year+28.4%+27.5%

Worst drop · 1Y−26.6%−17.3%

Volatility · 1Y29.6%21.6%

4–2measures won
PPA first

47.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: XAR, PPA, SMH, DRAM

Today

47.2%most shared, XAR and PPA

XARPPASMHDRAM

XAR—47.2%0.0%0.0%

PPA47.2%—0.0%0.0%

SMH0.0%0.0%—3.4%

DRAM0.0%0.0%3.4%—

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

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

XAR$18 − $35 = −$17

PPA$41 − $58 = −$17

DRAM$0 − $65 = −$65

KeptFee

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