Compare · 4 funds side by side · dividends reinvested

BUG, SCHD, VYM and SMH

BUGGlobal X×SCHDSchwab×VYMVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

BUG, SCHD, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.3

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+49.6%+37.4%+25.2%+7.1%−31.5%39.4%$2.0B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BUG 2019 · SCHD 2011 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cybersecurity ETF · $2.0B$14,101

BUG

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

BUGMeasureSCHD

+49.6%Year to dateJan 1 → Nov 9+33.2%

+37.4%1 yearTotal return+39.1%

+25.2%3 years · per year$10,000 became $19,604 · $17,123+19.6%

+7.1%5 years · per year$10,000 became $14,101 · $16,459+10.5%

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

0.03%Trailing 12-mo yield$3 · $296 a year on $10k2.96%

−31.5%Worst dropSmaller is better−6.9%

39.4%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 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

34.3%in top 5

SCHD

in top 521.4%

BUGStockSCHD

8.5%OKTAnot top 5

7.2%CRWDnot top 5

6.5%PANWnot top 5

6.1%QLYSnot top 5

6.0%NTSKnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BUG vs SCHD Returns, Every Period

Global XBUG

+7.1%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

BUGSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: BUG vs SCHD

YTD

Global XBUG

+49.6%

SCHDSchwab

+33.2%

+49.6%Year to date+33.2%

−31.5%Worst drop · 1Y−6.9%

39.4%Volatility · 1Y11.8%

0.0%Yield3.0%

$2.0BAssets$122B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUG, SCHD, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SMH0.35%$35

BUG0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BUG, SCHD, VYM, SMH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VYM2.26%$226

SMH0.23%$23

BUG0.03%$3

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

BUG$3 − $50 = −$47

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BUG, SCHD, VYM, SMH

Today

21.9%most shared, SCHD and VYM

BUGSCHDVYMSMH

BUG—0.0%0.0%0.0%

SCHD0.0%—21.9%8.2%

VYM0.0%21.9%—8.9%

SMH0.0%8.2%8.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

BUGWorst drop−31.5%39.4% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBUG

+33.2%Year to date+49.6%

3.0%Yield0.0%

+39.1%Past year+37.4%

0.06%Fee0.50%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026