XAR vs WDGF

AXAR

BWDGF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$19,342XAR

Lowest cost0.35%XAR · $35 on $10k

Most income0.19%XAR · $19 on $10k

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

Held in common35.4%XAR and WDGF

XAR

WDGF

State Street SPDR S&P Aerospace & Defense ETF · $5.3BWisdomTree Global Defense Fund · $5M

+26.5%3 years · per year$20,247 · […][…]

+14.1%5 years · per year$19,342 · […][…]

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

0.19%12-mo yield$19 · $5 on $10k0.05%

−26.6%Worst dropSmaller wins−19.9%

29.9%VolatilityLower wins22.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXAR · WDGF

3.6%LMT5.9%

3.3%LHX3.9%

3.2%NOC5.3%

3.2%GD5.2%

Held in common35.4%

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	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.19%	−3.6%	−6.4%	−8.8%	+26.5%	+14.1%	−26.6%	$5.3B
2	BWDGF	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	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.19%	−3.6%	−6.4%	−8.8%	+26.5%	+14.1%	−26.6%	$5.3B
2	BWDGF	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

XAR vs WDGF

XAR

SPDR S&P Aerospace & Defense

$19,342

WDGF

WisdomTree Global Defense Fund

[…]

MeasureXARWDGF

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield0.19%0.05%

5 years, per year+14.1%[…]

3 years, per year+26.5%[…]

Worst drop · 1Y−26.6%−19.9%

Volatility · 1Y29.9%22.7%

2–2measures won
level

35.4%

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: XAR, WDGF

Today

35.4%most shared, XAR and WDGF

XARWDGF

XAR—35.4%

WDGF35.4%—

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

Income After Fees on $10,000

−$16most kept, XAR

XAR$19 − $35 = −$16

WDGF$5 − $45 = −$40

KeptFee

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