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 income0.73%SHLD · $73 on $10k

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

Held in common38.4%NATO and SHLD

NATO

SHLD

Themes ETF Trust - Themes Transatlantic Defense ETF · $88MGlobal X - Defense Tech ETF · $6.3B

[…]3 years · per year[…] · $22,922+31.9%

[…]5 years · per year[…]

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

0.48%12-mo yield$48 · $73 on $10k0.73%

−19.4%Worst dropSmaller wins−25.4%

22.8%VolatilityLower wins25.8%

3–1NATO wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsNATO · SHLD

8.5%RTX9.6%

5.2%LMT9.6%

4.4%GD9.2%

4.1%BA.L4.7%

Held in common38.4%

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

#									5Y/yr
1	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	+0.5%	−6.4%	−4.7%	new	new	−19.4%	$88M
2	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

#									5Y/yr
1	ANATO	Themes ETF Trust - Themes Transatlantic Defense ETFRead Desk	0.35%	0.48%	+0.5%	−6.4%	−4.7%	new	new	−19.4%	$88M
2	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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 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

Yield0.48%0.73%

5 years, per year[…][…]

3 years, per year[…]+31.9%

Worst drop · 1Y−19.4%−25.4%

Volatility · 1Y22.8%25.8%

3–1measures won
NATO first

38.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NATO, SHLD, DRAM

Today

38.4%most shared, NATO and SHLD

NATOSHLDDRAM

NATO—38.4%0.0%

SHLD38.4%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

NATO$48 − $35 = $13

DRAM$0 − $65 = −$65

KeptFee

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