NATO vs ITA

ANATO

BITA

Measures won3–1NATO wins · of 6 · 5Y

$10,000 · 5Y$20,368ITA

Lowest cost0.35%NATO · $35 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common60.7%NATO and ITA

NATO

ITA

Themes ETF Trust - Themes Transatlantic Defense ETF · $88MiShares U.S. Aerospace & Defense ETF · $11.6B

[…]3 years · per year[…] · $18,993+23.8%

[…]5 years · per year[…] · $20,368+15.3%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

0.48%12-mo yield$48 · $58 on $10k0.58%

−19.4%Worst dropSmaller wins−20.0%

22.8%VolatilityLower wins23.7%

3–1NATO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNATO · ITA

8.5%RTX16.9%

8.4%GE21.5%

6.8%BA6.9%

5.2%LMT5.2%

Held in common60.7%

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

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk		0.35%	0.48%	−4.0%	−6.9%	−5.8%	new	new	−19.4%	$88M

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

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.58%	−4.0%	−4.6%	−3.3%	+23.8%	+15.3%	−20.0%	$11.6B
2	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk		0.35%	0.48%	−4.0%	−6.9%	−5.8%	new	new	−19.4%	$88M

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 ITA

NATO

Themes ETF Trust - Themes Transatlantic Defense

[…]

ITA

iShares U.S. Aerospace & Defense

$20,368

MeasureNATOITA

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield0.48%0.58%

5 years, per year[…]+15.3%

3 years, per year[…]+23.8%

Worst drop · 1Y−19.4%−20.0%

Volatility · 1Y22.8%23.7%

3–1measures won
NATO first

60.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NATO, ITA

Today

60.7%most shared, NATO and ITA

NATOITA

NATO—60.7%

ITA60.7%—

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

NATO$48 − $35 = $13

KeptFee

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