Compare · 3 funds side by side · dividends reinvested

NATO, SHLD and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,140SMH · best of the three

Story of the three · IncomeMost incomeSHLD · 0.70% · $70 a year on $10k

Story of the three · RiskSmallest drop

NATO, SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes ETF Trust - Themes Transatlantic Defense ETFThematic · Defense & space0.35%0.46%−2.9%−1.4%[…][…]−19.4%23.2%$90M1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−6.7%−8.6%+32.3%[…]−25.4%26.1%$6.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: NATO 2024 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Themes ETF Trust - Themes Transatlantic Defense ETF · $90M[…]

NATO

SMH

VanEck Semiconductor ETF · $64.4B$35,140

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NATO

More Ways to See the Pairs

NATO vs SMH: Top 5 Holdings

Today

NATO

37.7%in top 5

SMH

in top 545.9%

NATOStockSMH

not top 5NVDA17.7%

not top 5TSM10.0%

8.6%GEnot top 5

8.5%RTXnot top 5

7.3%RR.Lnot top 5

Cost, Income and Risk

Fees: NATO, SHLD, SMH

Today

0.35%lowest, NATO

FundExpense ratioFee$10k

NATO0.35%$35

SMH0.35%$35

SHLD0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: NATO, SHLD, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SMH

−2.9%Year to dateJan 1 → Nov 12+39.3%

−1.4%1 yearTotal return+43.4%

[…]3 years · per year$10,000 became […] · $33,705+49.9%

[…]5 years · per year$10,000 became […] · $35,140+28.6%

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

0.46%Trailing 12-mo yield$46 · $22 a year on $10k0.22%

−19.4%Worst dropSmaller is better−33.1%

23.2%VolatilityLower is calmer43.2%

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

3–2NATO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.8%AIR.PAnot top 5

6.6%BAnot top 5

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

NATO vs SMH Returns, Every Period

1Y

ThemesNATO

−1.4%

past year

SMHVanEck

+43.4%

past year

NATOSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

NATO vs SHLD

YTD

ThemesNATO

−2.9%

SHLDGlobal X

−6.7%

−2.9%Year to date−6.7%

−19.4%Worst drop · 1Y−25.4%

23.2%Volatility · 1Y26.1%

0.5%Yield0.7%

$89.8MAssets$6.1B

3–1NATO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

NATO0.46%$46

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$20most kept, SHLD

SHLD$70 − $50 = $20

NATO$46 − $35 = $11

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: NATO, SHLD, SMH

Today

37.7%most shared, NATO and SHLD

NATOSHLDSMH

NATO—37.7%0.0%

SHLD37.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.4%SMH, at 43.2% volatility

NATOWorst drop−19.4%23.2% vol

SHLDWorst drop−25.4%26.1% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−6.7%Year to date+39.3%

0.7%Yield0.2%

−8.6%Past year+43.4%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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NATO, SHLD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three