NATO vs IDEF

ANATO

BIDEF

Measures won3–1NATO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%NATO · $35 on $10k

Most income0.46%NATO · $46 on $10k

Smallest drop−18.9%IDEF · worst fall in 1Y

Held in common47.2%NATO and IDEF

NATO

IDEF

Themes ETF Trust - Themes Transatlantic Defense ETF · $89MiShares Defense Industrials Act · $3.7B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

0.46%12-mo yield$46 · $35 on $10k0.35%

−19.3%Worst dropSmaller wins−18.9%

22.4%VolatilityLower wins23.3%

3–1NATO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsNATO · IDEF

9.0%RTX7.3%

6.0%LMT5.4%

4.3%GD4.4%

4.1%NOC4.0%

Held in common47.2%

End-of-day Nov 3, 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						3Y/yr	5Y/yr
1	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk		0.35%	0.46%	+0.4%	−1.9%	−2.5%	new	new	−19.3%	$89M
2	BIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk		0.35%	0.46%	+0.4%	−1.9%	−2.5%	new	new	−19.3%	$89M
2	BIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

Cards for this view

NATO vs IDEF

NATO

Themes ETF Trust - Themes Transatlantic Defense

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureNATOIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.46%0.35%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−19.3%−18.9%

Volatility · 1Y22.4%23.3%

3–1measures won
NATO first

47.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: NATO, IDEF

Today

47.2%most shared, NATO and IDEF

NATOIDEF

NATO—47.2%

IDEF47.2%—

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

Income After Fees on $10,000

$11most kept, NATO

NATO$46 − $35 = $11

IDEF$35 − $55 = −$20

KeptFee

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