Compare · 3 funds side by side · dividends reinvested

BUG, WCBR and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$30,376SOXX · best of the three

02 / 04

BUG, WCBR and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$42.6B1.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$213M1.9

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+54.2%+36.2%+27.5%+8.1%−32.5%38.7%$2.1B2.5

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 · WCBR 2021 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $42.6B$30,376

SOXX

BUG

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

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

SOXXMeasureBUG

+49.8%Year to dateJan 1 → Nov 4+54.2%

+46.5%1 yearTotal return+36.2%

+46.4%3 years · per year$10,000 became $31,353 · $20,705+27.5%

+24.9%5 years · per year$10,000 became $30,376 · $14,764+8.1%

0.33%Expense ratio$33 · $50 a year on $10k · lower is better0.50%

0.28%Trailing 12-mo yield$28 · $3 a year on $10k0.03%

−31.2%Worst dropSmaller is better−32.5%

47.8%VolatilityLower is calmer38.7%

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

6–2SOXX wins

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

More Ways to See the Pairs

SOXX vs BUG: Top 5 Holdings

Today

SOXX

38.7%in top 5

BUG

in top 535.5%

SOXXStockBUG

9.0%AMDnot top 5

not top 5OKTA8.9%

8.2%NVDAnot top 5

7.8%AVGOnot top 5

7.8%MUnot top 5

not top 5CRWD7.6%

not top 5PANW6.8%

not top 5QLYS6.3%

not top 5ZS6.0%

5.9%INTCnot top 5

Held in common0.0%

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

SOXX vs BUG Returns, Every Period

iSharesSOXX

+24.9%

5 years, per year

BUGGlobal X

+8.1%

5 years, per year

SOXXBUGFaded: behind in that period

3–1SOXX wins

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

SOXX vs BUG

YTD

iSharesSOXX

+49.8%

BUGGlobal X

+54.2%

+49.8%Year to date+54.2%

−31.2%Worst drop · 1Y−32.5%

47.8%Volatility · 1Y38.7%

0.3%Yield0.0%

$42.6BAssets$2.1B

2–2level

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

Cost, Income and Risk

Fees: BUG, WCBR, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

WCBR0.45%$45

BUG0.50%$50

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

Yields: BUG, WCBR, SOXX

0.28%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.28%$28

BUG0.03%$3

WCBR0.00%$0

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

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

WCBR$0 − $45 = −$45

BUG$3 − $50 = −$47

KeptFee

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

Overlap: BUG, WCBR, SOXX

Today

69.4%most shared, BUG and WCBR

BUGWCBRSOXX

BUG—69.4%0.0%

WCBR69.4%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+46.5%SOXX, at 47.8% volatility

BUGWorst drop−32.5%38.7% vol

WCBRWorst drop−29.1%40.9% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

SOXXWCBR

+49.8%Year to date+62.0%

0.3%Yield0.0%

+46.5%Past year+43.4%

0.33%Fee0.45%

3–1SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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