NATO vs IDEF

ANATO

BIDEF

Measures won4–0NATO wins · of 6 · 5Y

$10,000 · 5Y$17,956CIBR

Lowest cost0.35%NATO · $35 on $10k

Most income0.46%NATO · $46 on $10k

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

Held in common43.7%NATO and IDEF

NATO

IDEF

Themes ETF Trust - Themes Transatlantic Defense ETF · $85MiShares Defense Industrials Act · $3.5B

[…]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 · $36 on $10k0.36%

−19.4%Worst dropSmaller wins−23.7%

23.2%VolatilityLower wins24.5%

4–0NATO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNATO · IDEF

8.4%RTX7.4%

5.1%LMT5.2%

4.4%GD4.4%

4.0%NOC4.0%

Held in common43.7%

End-of-day Nov 9, 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.46%	+4.4%	−2.2%	+0.4%	new	new	−19.4%	$85M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.46%	+4.4%	−2.2%	+0.4%	new	new	−19.4%	$85M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−19.4%−23.7%

Volatility · 1Y23.2%24.5%

4–0measures won
NATO first

43.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NATO, IDEF, CIBR, DRAM

Today

43.7%most shared, NATO and IDEF

NATOIDEFCIBRDRAM

NATO—43.7%1.2%0.0%

IDEF43.7%—9.8%0.2%

CIBR1.2%9.8%—0.0%

DRAM0.0%0.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$11most kept, NATO

NATO$46 − $35 = $11

CIBR$42 − $58 = −$16

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee