IDEF vs NATO

AIDEF

BNATO

Measures won0–4NATO wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%NATO · $35 on $10k

Most income0.48%NATO · $48 on $10k

Smallest drop−19.4%NATO · worst fall in 1Y

Held in common43.7%IDEF and NATO

IDEF

NATO

iShares Defense Industrials Act · $3.5BThemes ETF Trust - Themes Transatlantic Defense ETF · $88M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.37%12-mo yield$37 · $48 on $10k0.48%

−23.7%Worst dropSmaller wins−19.4%

24.0%VolatilityLower wins22.8%

0–4NATO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · NATO

7.5%RTX8.5%

5.2%LMT5.2%

4.5%GD4.4%

4.0%NOC4.0%

Held in common43.7%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	BNATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	+0.5%	−6.4%	−4.7%	new	new	−19.4%	$88M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	BNATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	+0.5%	−6.4%	−4.7%	new	new	−19.4%	$88M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs NATO

IDEF

iShares Defense Industrials Act

[…]

NATO

Themes ETF Trust - Themes Transatlantic Defense

[…]

MeasureIDEFNATO

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.37%0.48%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%−19.4%

Volatility · 1Y24.0%22.8%

4–0measures won
NATO first

43.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IDEF, NATO, DRAM, SMH

Today

43.7%most shared, IDEF and NATO

IDEFNATODRAMSMH

IDEF—43.7%0.3%0.9%

NATO43.7%—0.0%0.0%

DRAM0.3%0.0%—3.1%

SMH0.9%0.0%3.1%—

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

Income After Fees on $10,000

$13most kept, NATO

NATO$48 − $35 = $13

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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