SPAM vs BUG

ASPAM

BBUG

Measures won4–0SPAM wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · BUG $14,764

Lowest cost0.35%SPAM · $35 on $10k

Most income0.33%SPAM · $33 on $10k

Smallest drop−20.7%SPAM · worst fall in 1Y

Held in common62.1%SPAM and BUG

SPAM

BUG

Themes Cybersecurity ETF · $7MGlobal X - Cybersecurity ETF · $2.1B

[…]3 years · per year[…] · $20,705+27.5%

[…]5 years · per year[…] · $14,764+8.1%

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

0.33%12-mo yield$33 · $3 on $10k0.03%

−20.7%Worst dropSmaller wins−32.5%

32.7%VolatilityLower wins38.7%

4–0SPAM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPAM · BUG

6.6%ZS6.0%

5.8%RBRK5.7%

5.5%OKTA8.9%

5.4%CRWD7.6%

Held in common62.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BBUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+0.3%	+54.2%	+36.2%	+27.5%	+8.1%	−32.5%	$2.1B
3	ASPAM	Themes Cybersecurity ETFRead Desk	0.35%	0.33%	+0.8%	+48.2%	+31.5%	new	new	−20.7%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BBUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+0.3%	+54.2%	+36.2%	+27.5%	+8.1%	−32.5%	$2.1B
3	ASPAM	Themes Cybersecurity ETFRead Desk	0.35%	0.33%	+0.8%	+48.2%	+31.5%	new	new	−20.7%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPAM vs BUG

SPAM

Themes Cybersecurity

[…]

BUG

Global X - Cybersecurity

$14,764

MeasureSPAMBUG

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.33%0.03%

5 years, per year[…]+8.1%

3 years, per year[…]+27.5%

Worst drop · 1Y−20.7%−32.5%

Volatility · 1Y32.7%38.7%

4–0measures won
SPAM first

62.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: SPAM, BUG, SMH

Today

62.1%most shared, SPAM and BUG

SPAMBUGSMH

SPAM—62.1%0.0%

BUG62.1%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

−$2most kept, SPAM

SPAM$33 − $35 = −$2

SMH$22 − $35 = −$13

BUG$3 − $50 = −$47

KeptFee

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