NATO vs IDEF

ANATO

BIDEF

Measures won3–1NATO wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · CIBR $18,857

Lowest cost0.35%NATO · $35 on $10k

Most income0.46%NATO · $46 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common42.4%NATO and IDEF

NATO

IDEF

Themes ETF Trust - Themes Transatlantic Defense ETF · $89MiShares Defense Industrials Act · $3.6B

[…]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%

−19.3%Worst dropSmaller wins−19.2%

22.5%VolatilityLower wins23.4%

3–1NATO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNATO · IDEF

9.0%RTX7.4%

5.9%LMT5.4%

4.3%GD4.4%

4.0%NOC3.9%

Held in common42.4%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.46%	−1.1%	−3.0%	−3.7%	new	new	−19.3%	$89M
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.46%	−1.1%	−3.0%	−3.7%	new	new	−19.3%	$89M
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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−19.3%−19.2%

Volatility · 1Y22.5%23.4%

3–1measures won
NATO first

42.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: NATO, IDEF, SMH, CIBR

Today

42.4%most shared, NATO and IDEF

NATOIDEFSMHCIBR

NATO—42.4%0.0%1.2%

IDEF42.4%—1.0%9.9%

SMH0.0%1.0%—5.8%

CIBR1.2%9.9%5.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$11most kept, NATO

NATO$46 − $35 = $11

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee