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SHLD vs NATO

Global X Defense Tech ETF vs Themes Transatlantic Defense ETF

SHLD

Global X Defense Tech ETF

Annual cost

0.50%

Fund size

$8.0B

NATO

Themes Transatlantic Defense ETF

Annual cost

0.35%

Fund size

$102M

Key differences

Both SHLD and NATO are equity ETFs. SHLD charges 0.50% a year and NATO 0.35%. The main difference: NATO costs 0.15% less per year.

  • NATO costs 0.15% less per year.
  • SHLD is much larger than NATO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SHLDNATO
Annual cost (TER)0.50%0.35%
Fund size (AUM)$8.0B$102M
Since20232024
Dividend yield0.53%0.42%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+8.4%+12.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y24.17%20.95%
Max drawdown-20.10%-15.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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