Compare · 3 funds side by side · dividends reinvested

BUG, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

BUG, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.9

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+43.0%+29.8%+23.6%+6.0%−31.5%39.2%$2.0B2.4

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 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cybersecurity ETF · $2.0B$13,370

BUG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BUGMeasureSCHD

+43.0%Year to dateJan 1 → Nov 6+31.4%

+29.8%1 yearTotal return+37.0%

+23.6%3 years · per year$10,000 became $18,898 · $17,266+20.0%

+6.0%5 years · per year$10,000 became $13,370 · $16,267+10.2%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.03%Trailing 12-mo yield$3 · $300 a year on $10k3.00%

−31.5%Worst dropSmaller is better−6.9%

39.2%VolatilityLower is calmer11.7%

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

2–6SCHD 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 SCHD: Top 5 Holdings

Today

BUG

34.5%in top 5

SCHD

in top 521.4%

BUGStockSCHD

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 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

BUG vs SCHD Returns, Every Period

Global XBUG

+6.0%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

BUGSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: BUG vs SCHD

YTD

Global XBUG

+43.0%

SCHDSchwab

+31.4%

+43.0%Year to date+31.4%

−31.5%Worst drop · 1Y−6.9%

39.2%Volatility · 1Y11.7%

0.0%Yield3.0%

$2.0BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: BUG, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

BUG0.50%$50

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

Yields: BUG, SCHD, VYM

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VYM2.31%$231

BUG0.03%$3

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

BUG$3 − $50 = −$47

KeptFee

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

Overlap: BUG, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

BUGSCHDVYM

BUG—0.0%0.0%

SCHD0.0%—21.9%

VYM0.0%21.9%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

BUGWorst drop−31.5%39.2% vol

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

Paid More vs Made More

YTD

SCHDBUG

+31.4%Year to date+43.0%

3.0%Yield0.0%

+37.0%Past year+29.8%

0.06%Fee0.50%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026