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NATO vs ITA

Themes Transatlantic Defense ETF vs iShares U.S. Aerospace & Defense ETF

NATO

Themes Transatlantic Defense ETF

Themes ETF Trust

Annual cost

0.35%

Fund size

$99M

ITA

iShares U.S. Aerospace & Defense ETF

iShares

Annual cost

0.38%

Fund size

$13.6B

Key differences

  • ITA is significantly larger than NATO — larger funds tend to be more liquid and less likely to close.
  • ITA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NATOITA
Annual cost (TER)0.35%0.38%
Fund size (AUM)$99M$13.6B
Since20242006
Dividend yield0.45%0.49%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+35.5%
CAGR 3YN/A+28.0%
CAGR 5YN/A+18.2%
Sharpe 3YN/A1.20
Volatility 1Y20.70%20.67%
Max drawdown-15.99%-51.00%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NATO and ITA