BUG vs SKYY

ABUG

BSKYY

Measures won2–4SKYY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SKYY $14,014

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−27.4%SKYY · worst fall in 1Y

Held in common11.5%BUG and SKYY

BUG

SKYY

Global X - Cybersecurity ETF · $2.1BFirst Trust Cloud Computing ETF · $3.2B

+23.9%3 years · per year$19,011 · $21,787+29.6%

+6.3%5 years · per year$13,604 · $14,014+7.0%

0.50%Expense ratio$50 · $60 on $10k · lower wins0.60%

0.03%12-mo yield$3 · $0 on $10k0.00%

−31.5%Worst dropSmaller wins−27.4%

39.2%VolatilityLower wins31.5%

2–4SKYY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBUG · SKYY

5.9%NTSK2.7%

5.8%RBRK2.3%

4.3%S1.9%

2.9%AKAM1.9%

Held in common11.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
3	ABUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	−6.7%	+43.9%	+30.8%	+23.9%	+6.3%	−31.5%	$2.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
3	ABUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	−6.7%	+43.9%	+30.8%	+23.9%	+6.3%	−31.5%	$2.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BUG vs SKYY

BUG

Global X - Cybersecurity

$13,605

SKYY

First Trust Cloud Computing

$14,014

MeasureBUGSKYY

Fee0.50%0.60%

Cost on $10k a year$50$60

Yield0.03%0.00%

5 years, per year+6.3%+7.0%

3 years, per year+23.9%+29.6%

Worst drop · 1Y−31.5%−27.4%

Volatility · 1Y39.2%31.5%

4–1measures won
SKYY first

11.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BUG, SKYY, SMH, DRAM

Today

11.5%most shared, BUG and SKYY

BUGSKYYSMHDRAM

BUG—11.5%0.0%0.0%

SKYY11.5%—0.0%0.0%

SMH0.0%0.0%—3.2%

DRAM0.0%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

BUG$3 − $50 = −$47

SKYY$0 − $60 = −$60

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee