Compare · 4 funds side by side · dividends reinvested

SPAM, BUG, SMH and DRAM

SPAMThemes×BUGGlobal X×SMHVanEck×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

SPAM, BUG, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes Cybersecurity ETFThematic · Cyber & cloud0.35%0.36%+37.5%+23.8%[…][…]−20.7%33.3%$7M1.5

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+43.0%+29.8%+23.6%+6.0%−31.5%39.2%$2.1B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPAM 2023 · BUG 2019 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Themes Cybersecurity ETF · $7M[…]

SPAM

BUG

Global X - Cybersecurity ETF · $2.1B$13,370

$10,000 five years ago, dividends reinvested · they hold 64.2% in common

SPAMMeasureBUG

+37.5%Year to dateJan 1 → Nov 6+43.0%

+23.8%1 yearTotal return+29.8%

[…]3 years · per year$10,000 became […] · $18,898+23.6%

[…]5 years · per year$10,000 became […] · $13,370+6.0%

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.36%Trailing 12-mo yield$36 · $3 a year on $10k0.03%

−20.7%Worst dropSmaller is better−31.5%

33.3%VolatilityLower is calmer39.2%

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

4–2SPAM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPAM vs BUG: Top 5 Holdings

Today

SPAM

26.7%in top 5

BUG

in top 534.5%

SPAMStockBUG

not top 5OKTA8.5%

not top 5CRWD7.2%

not top 5PANW6.4%

4.9%QLYS6.3%

6.1%YOUnot top 5

not top 5NTSK6.0%

5.5%TENBnot top 5

5.3%CHKPnot top 5

5.0%CACInot top 5

Held in common64.2%

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

SPAM vs BUG Returns, Every Period

ThemesSPAM

+23.8%

past year

BUGGlobal X

+29.8%

past year

SPAMBUGFaded: behind in that period

0–2BUG wins

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

SPAM vs SMH

YTD

ThemesSPAM

+37.5%

SMHVanEck

+28.8%

+37.5%Year to date+28.8%

−20.7%Worst drop · 1Y−33.1%

33.3%Volatility · 1Y42.9%

0.4%Yield0.2%

$6.8MAssets$60.7B

4–0SPAM wins

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

Cost, Income and Risk

Fees: SPAM, BUG, SMH, DRAM

Today

0.35%lowest, SPAM

FundExpense ratioFee$10k

SPAM0.35%$35

SMH0.35%$35

BUG0.50%$50

DRAM0.65%$65

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

Yields: SPAM, BUG, SMH, DRAM

0.36%highest, SPAM

FundTrailing yieldYield$10k

SPAM0.36%$36

SMH0.24%$24

BUG0.03%$3

DRAM0.00%$0

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

Income After Fees on $10,000

$1most kept, SPAM

SPAM$36 − $35 = $1

SMH$24 − $35 = −$11

BUG$3 − $50 = −$47

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SPAM, BUG, SMH, DRAM

Today

64.2%most shared, SPAM and BUG

SPAMBUGSMHDRAM

SPAM—64.2%0.0%0.0%

BUG64.2%—0.0%0.0%

SMH0.0%0.0%—3.1%

DRAM0.0%0.0%3.1%—

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

Return vs Bumpiness: 4 ETFs

+29.8%BUG, at 39.2% volatility

SPAMWorst drop−20.7%33.3% vol

BUGWorst drop−31.5%39.2% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SPAMBUG

+37.5%Year to date+43.0%

0.4%Yield0.0%

+23.8%Past year+29.8%

0.35%Fee0.50%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026