Compare · 3 funds side by side · dividends reinvested

BUG, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

BUG, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+54.2%+36.2%+27.5%+8.1%−32.5%38.7%$2.1B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: BUG 2019 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cybersecurity ETF · $2.1B$14,764

BUG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

BUGMeasureJEPQ

+54.2%Year to dateJan 1 → Nov 4+8.5%

+36.2%1 yearTotal return+9.3%

+27.5%3 years · per year$10,000 became $20,705 · $17,406+20.3%

+8.1%5 years · per year$10,000 became $14,764 · […][…]

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

0.03%Trailing 12-mo yield$3 · $1,217 a year on $10k12.17%

−32.5%Worst dropSmaller is better−8.8%

38.7%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUG vs JEPQ: Top 5 Holdings

Today

BUG

35.5%in top 5

JEPQ

in top 527.9%

BUGStockJEPQ

8.9%OKTAnot top 5

7.6%CRWDnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

6.8%PANWnot top 5

6.3%QLYSnot top 5

6.0%ZSnot top 5

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common2.3%

End-of-day Nov 4, 2026 · share of each fund

BUG vs JEPQ Returns, Every Period

Global XBUG

+36.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

BUGJEPQFaded: behind in that period

3–0BUG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: BUG vs JEPQ

YTD

Global XBUG

+54.2%

JEPQJ.P. Morgan

+8.5%

+54.2%Year to date+8.5%

−32.5%Worst drop · 1Y−8.8%

38.7%Volatility · 1Y15.5%

0.0%Yield12.2%

$2.1BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUG, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

BUG0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BUG, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.91%$291

BUG0.03%$3

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

BUG$3 − $50 = −$47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BUG, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

BUGJEPQSCHD

BUG—2.3%0.0%

JEPQ2.3%—3.7%

SCHD0.0%3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

JEPQWorst drop−8.8%15.5% vol

BUGWorst drop−32.5%38.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBUG

+8.5%Year to date+54.2%

12.2%Yield0.0%

+9.3%Past year+36.2%

0.35%Fee0.50%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026