NATO vs SHLD

ANATO

BSHLD

Measures won3–1NATO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%NATO · $35 on $10k

Most income0.69%SHLD · $69 on $10k

Smallest drop−19.3%NATO · worst fall in 1Y

Held in common39.1%NATO and SHLD

NATO

SHLD

Themes ETF Trust - Themes Transatlantic Defense ETF · $89MGlobal X - Defense Tech ETF · $6.5B

[…]3 years · per year[…] · $24,562+34.9%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

0.46%12-mo yield$46 · $69 on $10k0.69%

−19.3%Worst dropSmaller wins−25.4%

22.5%VolatilityLower wins25.4%

3–1NATO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsNATO · SHLD

9.0%RTX9.4%

5.9%LMT9.8%

4.3%BA.L4.8%

4.3%GD8.9%

Held in common39.1%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk		0.35%	0.46%	−1.1%	−3.0%	−3.7%	new	new	−19.3%	$89M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk		0.35%	0.46%	−1.1%	−3.0%	−3.7%	new	new	−19.3%	$89M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

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 SHLD

NATO

Themes ETF Trust - Themes Transatlantic Defense

[…]

SHLD

Global X - Defense Tech

[…]

MeasureNATOSHLD

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.46%0.69%

5 years, per year[…][…]

3 years, per year[…]+34.9%

Worst drop · 1Y−19.3%−25.4%

Volatility · 1Y22.5%25.4%

3–1measures won
NATO first

39.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NATO, SHLD

Today

39.1%most shared, NATO and SHLD

NATOSHLD

NATO—39.1%

SHLD39.1%—

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

Income After Fees on $10,000

$19most kept, SHLD

SHLD$69 − $50 = $19

NATO$46 − $35 = $11

KeptFee

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