NATO vs IDEF

ANATO

BIDEF

Measures won4–0NATO wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CIBR $17,492

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 common43.4%NATO and IDEF

NATO

IDEF

Themes ETF Trust - Themes Transatlantic Defense ETF · $88MiShares Defense Industrials Act · $3.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.48%12-mo yield$48 · $38 on $10k0.38%

−19.4%Worst dropSmaller wins−23.7%

22.8%VolatilityLower wins24.0%

4–0NATO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNATO · IDEF

8.5%RTX7.4%

5.2%LMT5.2%

4.4%GD4.4%

3.9%NOC3.8%

Held in common43.4%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	−4.0%	−6.9%	−5.8%	new	new	−19.4%	$88M
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	−4.0%	−6.9%	−5.8%	new	new	−19.4%	$88M
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

End-of-day Nov 5, 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

Yield0.48%0.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−19.4%−23.7%

Volatility · 1Y22.8%24.0%

4–0measures won
NATO first

43.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NATO, IDEF, CIBR, SMH

Today

43.4%most shared, NATO and IDEF

NATOIDEFCIBRSMH

NATO—43.4%1.2%0.0%

IDEF43.4%—10.0%1.0%

CIBR1.2%10.0%—5.8%

SMH0.0%1.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13most kept, NATO

NATO$48 − $35 = $13

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee