Compare · 3 funds side by side · dividends reinvested

BUG, JEPI and SMH

BUGGlobal X×JEPIJ.P. Morgan×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

BUG, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+43.0%+29.8%+23.6%+6.0%−31.5%39.2%$2.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BUG 2019 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cybersecurity ETF · $2.1B$13,370

BUG

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

BUGMeasureJEPI

+43.0%Year to dateJan 1 → Nov 6+5.3%

+29.8%1 yearTotal return+8.2%

+23.6%3 years · per year$10,000 became $18,898 · $13,562+10.7%

+6.0%5 years · per year$10,000 became $13,370 · $14,118+7.1%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.03%Trailing 12-mo yield$3 · $809 a year on $10k8.09%

−31.5%Worst dropSmaller is better−6.7%

39.2%VolatilityLower is calmer8.8%

BUGJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUG vs JEPI: Top 5 Holdings

Today

BUG

34.5%in top 5

JEPI

in top 59.9%

BUGStockJEPI

8.5%OKTAnot top 5

7.2%CRWDnot top 5

6.4%PANWnot top 5

6.3%QLYSnot top 5

6.0%NTSKnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

BUG vs JEPI Returns, Every Period

Global XBUG

+6.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

BUGJEPIFaded: behind in that period

3–1BUG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: BUG vs JEPI

YTD

Global XBUG

+43.0%

JEPIJ.P. Morgan

+5.3%

+43.0%Year to date+5.3%

−31.5%Worst drop · 1Y−6.7%

39.2%Volatility · 1Y8.8%

0.0%Yield8.1%

$2.1BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUG, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

BUG0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BUG, JEPI, SMH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SMH0.24%$24

BUG0.03%$3

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SMH$24 − $35 = −$11

BUG$3 − $50 = −$47

KeptFee

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

Overlap: BUG, JEPI, SMH

Today

6.6%most shared, JEPI and SMH

BUGJEPISMH

BUG—0.3%0.0%

JEPI0.3%—6.6%

SMH0.0%6.6%—

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

Return vs Bumpiness: 3 ETFs

+29.8%BUG, at 39.2% volatility

JEPIWorst drop−6.7%8.8% vol

BUGWorst drop−31.5%39.2% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBUG

+5.3%Year to date+43.0%

8.1%Yield0.0%

+8.2%Past year+29.8%

0.35%Fee0.50%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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