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NATOThemes Transatlantic Defense ETF

Grow my money1y track recordRanked #1,214 of 2,998 in this goal

Tracks the performance of an index composed of companies from NATO member countries in the aerospace and defense industry.

By Themes ETF Trust · Launched 2024

Annual Cost

0.35%

#1,651 of 5,861 · low cost

Fund Size

$101M

#2,994 of 5,861 · mid-size

Return (1Y)Goal

+15.8%

Track Record

1 year

#3,793 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,582+15.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

Defense Innovation

Index tracked

Solactive Transatlantic Aerospace and Defense Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.7% of fundmoderately concentrated

RTX Corp
8.8%
General Electric Co
7.4%
Boeing Co/The
7.0%
Rolls-Royce Holdings PLC
5.9%
Lockheed Martin Corp
5.8%
Honeywell International Inc
5.4%
Safran SA
5.2%
Airbus SE
5.1%
Northrop Grumman Corp
4.7%
Howmet Aerospace Inc
4.5%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Industrials
98.4%
Technology
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
22.0%High

Year-on-year price swings

Max drawdown
-16.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the performance of an index composed of companies from NATO member countries in the aerospace and defense industry.
Strategy
Employs a passive management approach to track the Solactive Transatlantic Aerospace and Defense Index, which includes companies from NATO member countries in the aerospace and defense sector. The Fund invests at least 80% of its net assets in securities that comprise the Index, which includes large-, mid-, and small-cap companies.
Inception date
October 10, 2024
Fund family
Themes ETF Trust

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Data updated on 2026-08-04