Compare NATO and SHLD

NATO and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes ETF Trust - Themes Transatlantic Defense ETFThematic · Defense & space0.35%0.46%−1.9%−2.5%[…][…]−19.3%22.4%$89M1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: NATO 2024 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Themes ETF Trust - Themes Transatlantic Defense ETF · $89M[…]

NATO

SHLD

Global X - Defense Tech ETF · $6.6B[…]

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

NATOMeasureSHLD

−1.9%Year to dateJan 1 → Nov 3−1.9%

−2.5%1 yearTotal return−6.6%

[…]3 years · per year$10,000 became […] · $25,691+37.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.46%Trailing 12-mo yield$46 · $67 a year on $10k0.67%

−19.3%Worst dropSmaller is better−25.4%

22.4%VolatilityLower is calmer25.1%

NATOSHLD Winner of the row, in its colourEach row: the bigger of the two fills its side

4–1NATO wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NATO vs SHLD: Top 5 Holdings

Today

NATO

36.7%in top 5

SHLD

in top 546.9%

NATOStockSHLD

not top 5PLTR11.0%

not top 5LMT9.7%

9.0%RTX9.2%

not top 5GD8.8%

not top 5NOC8.2%

7.6%GEnot top 5

7.1%RR.Lnot top 5

6.6%BAnot top 5

6.4%AIR.PAnot top 5

Held in common39.4%

End-of-day Nov 3, 2026 · share of each fund

NATO vs SHLD Returns, Every Period

1Y

ThemesNATO

−2.5%

past year

SHLDGlobal X

−6.6%

past year

NATOSHLDFaded: behind in that period

1–0NATO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NATO vs SHLD

YTD

ThemesNATO

−1.9%

SHLDGlobal X

−1.9%

−1.9%Year to date−1.9%

−19.3%Worst drop · 1Y−25.4%

22.4%Volatility · 1Y25.1%

0.5%Yield0.7%

$88.9MAssets$6.6B

2–1NATO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NATO, SHLD

Today

0.35%lowest, NATO

FundExpense ratioFee$10k

NATO0.35%$35

SHLD0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NATO, SHLD

1Y

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

NATO0.46%$46

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$17most kept, SHLD

SHLD$67 − $50 = $17

NATO$46 − $35 = $11

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NATO, SHLD

Today

39.4%most shared, NATO and SHLD

NATOSHLD

NATO—39.4%

SHLD39.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−2.5%NATO, at 22.4% volatility

NATOWorst drop−19.3%22.4% vol

SHLDWorst drop−25.4%25.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDNATO

−1.9%Year to date−1.9%

0.7%Yield0.5%

−6.6%Past year−2.5%

0.50%Fee0.35%

2–1NATO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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 3, 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 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026