NATO vs ITA

ANATO

BITA

Measures won3–1NATO wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ITA $20,603

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 common60.6%NATO and ITA

NATO

ITA

Themes ETF Trust - Themes Transatlantic Defense ETF · $88MiShares U.S. Aerospace & Defense ETF · $11.7B

[…]3 years · per year[…] · $19,113+24.1%

[…]5 years · per year[…] · $20,603+15.6%

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 yearsAll three, one scale

Shared top holdingsNATO · ITA

8.5%RTX17.0%

8.4%GE21.4%

6.8%BA7.0%

5.2%LMT5.3%

Held in common60.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
3	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	+0.5%	−6.4%	−4.7%	new	new	−19.4%	$88M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
3	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	+0.5%	−6.4%	−4.7%	new	new	−19.4%	$88M

End-of-day Nov 6, 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

$20,603

MeasureNATOITA

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield0.48%0.58%

5 years, per year[…]+15.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−19.4%−20.0%

Volatility · 1Y22.8%23.7%

3–1measures won
NATO first

60.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NATO, ITA, SMH

Today

60.6%most shared, NATO and ITA

NATOITASMH

NATO—60.6%0.0%

ITA60.6%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 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

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee