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$28,442SOXX · 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%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M1.9

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+49.6%+37.4%+25.2%+7.1%−31.5%39.4%$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 9, 2026 · returns include dividends · since: BUG 2019 · WCBR 2021 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $197M$15,057

WCBR

SOXX

iShares Semiconductor ETF · $39.1B$28,442

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

WCBRMeasureSOXX

+56.2%Year to dateJan 1 → Nov 9+46.5%

+41.4%1 yearTotal return+48.5%

+30.7%3 years · per year$10,000 became $22,308 · $29,015+42.6%

+8.5%5 years · per year$10,000 became $15,057 · $28,442+23.3%

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $71 a year on $10k0.71%

−29.1%Worst dropSmaller is better−39.5%

41.6%VolatilityLower is calmer49.8%

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

3–5SOXX wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCBR vs SOXX: Top 5 Holdings

Today

WCBR

29.9%in top 5

SOXX

in top 539.1%

WCBRStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

not top 5AVGO7.9%

not top 5MU7.1%

6.7%ZSnot top 5

not top 5INTC6.2%

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

Held in common0.0%

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

WCBR vs SOXX Returns, Every Period

WisdomTreeWCBR

+8.5%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

WCBRSOXXFaded: behind in that period

1–3SOXX wins

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

WCBR vs SOXX

YTD

WisdomTreeWCBR

+56.2%

SOXXiShares

+46.5%

+56.2%Year to date+46.5%

−29.1%Worst drop · 1Y−39.5%

41.6%Volatility · 1Y49.8%

0.0%Yield0.7%

$197MAssets$39.1B

3–1WCBR wins

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

Yields: BUG, WCBR, SOXX

0.71%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.71%$71

BUG0.03%$3

WCBR0.00%$0

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

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

WCBR$0 − $45 = −$45

BUG$3 − $50 = −$47

KeptFee

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

Overlap: BUG, WCBR, SOXX

Today

70.0%most shared, BUG and WCBR

BUGWCBRSOXX

BUG—70.0%0.0%

WCBR70.0%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

BUGWorst drop−31.5%39.4% vol

WCBRWorst drop−29.1%41.6% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

SOXXWCBR

+46.5%Year to date+56.2%

0.7%Yield0.0%

+48.5%Past year+41.4%

0.33%Fee0.45%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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