Compare · 4 funds side by side · dividends reinvested

NATO, SHLD, CIBR and SMH

NATOThemes×SHLDGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

NATO, SHLD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes ETF Trust - Themes Transatlantic Defense ETFThematic · Defense & space0.35%0.48%−6.4%−4.7%[…][…]−19.4%22.8%$85M1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.6

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: NATO 2024 · SHLD 2023 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Themes ETF Trust - Themes Transatlantic Defense ETF · $85M[…]

NATO

SHLD

Global X - Defense Tech ETF · $5.9B[…]

$10,000 five years ago, dividends reinvested · they hold 38.4% in common

NATOMeasureSHLD

−6.4%Year to dateJan 1 → Nov 6−9.9%

−4.7%1 yearTotal return−11.6%

[…]3 years · per year$10,000 became […] · $22,922+31.9%

[…]5 years · per year[…]

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

0.48%Trailing 12-mo yield$48 · $73 a year on $10k0.73%

−19.4%Worst dropSmaller is better−25.4%

22.8%VolatilityLower is calmer25.8%

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

5–1NATO wins

End-of-day Nov 6, 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

37.7%in top 5

SHLD

in top 546.9%

NATOStockSHLD

not top 5PLTR10.1%

8.5%RTX9.6%

not top 5LMT9.6%

not top 5GD9.2%

not top 5NOC8.4%

8.4%GEnot top 5

7.1%RR.Lnot top 5

6.8%BAnot top 5

6.8%AIR.PAnot top 5

Held in common38.4%

End-of-day Nov 6, 2026 · share of each fund

NATO vs SHLD Returns, Every Period

ThemesNATO

−4.7%

past year

SHLDGlobal X

−11.6%

past year

NATOSHLDFaded: behind in that period

2–0NATO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

NATO vs SHLD

YTD

ThemesNATO

−6.4%

SHLDGlobal X

−9.9%

−6.4%Year to date−9.9%

−19.4%Worst drop · 1Y−25.4%

22.8%Volatility · 1Y25.8%

0.5%Yield0.7%

$84.9MAssets$5.9B

3–1NATO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NATO, SHLD, CIBR, SMH

Today

0.35%lowest, NATO

FundExpense ratioFee$10k

NATO0.35%$35

SMH0.35%$35

SHLD0.50%$50

CIBR0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NATO, SHLD, CIBR, SMH

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

NATO0.48%$48

CIBR0.43%$43

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

NATO$48 − $35 = $13

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NATO, SHLD, CIBR, SMH

Today

38.4%most shared, NATO and SHLD

NATOSHLDCIBRSMH

NATO—38.4%1.2%0.0%

SHLD38.4%—4.1%0.0%

CIBR1.2%4.1%—5.9%

SMH0.0%0.0%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

NATOWorst drop−19.4%22.8% vol

SHLDWorst drop−25.4%25.8% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−9.9%Year to date+28.8%

0.7%Yield0.2%

−11.6%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026