SPAM vs PSWD

ASPAM

BPSWD

Measures won1–3PSWD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · CIBR $17,242

Lowest cost0.20%PSWD · $20 on $10k

Most income0.65%PSWD · $65 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common76.4%SPAM and PSWD

SPAM

PSWD

Themes Cybersecurity ETF · $7MXtrackers Cybersecurity Select Equity ETF · $6M

[…]3 years · per year[…] · $17,826+21.3%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $20 on $10k · lower wins0.20%

0.36%12-mo yield$36 · $65 on $10k0.65%

−20.7%Worst dropSmaller wins−21.6%

33.3%VolatilityLower wins32.3%

1–3PSWD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPAM · PSWD

5.5%TENB5.7%

5.0%CACI5.2%

4.9%QLYS5.1%

4.7%4704.T5.1%

Held in common76.4%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	ASPAM	Themes Cybersecurity ETFRead Desk	0.35%	0.36%	−0.9%	+37.5%	+23.8%	new	new	−20.7%	$7M
4	BPSWD	Xtrackers Cybersecurity Select Equity ETFRead Desk	0.20%	0.65%	−0.1%	+27.1%	+18.3%	+21.3%	new	−21.6%	$6M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	ASPAM	Themes Cybersecurity ETFRead Desk	0.35%	0.36%	−0.9%	+37.5%	+23.8%	new	new	−20.7%	$7M
4	BPSWD	Xtrackers Cybersecurity Select Equity ETFRead Desk	0.20%	0.65%	−0.1%	+27.1%	+18.3%	+21.3%	new	−21.6%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPAM vs PSWD

SPAM

Themes Cybersecurity

[…]

PSWD

Xtrackers Cybersecurity Select Equity

[…]

MeasureSPAMPSWD

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield0.36%0.65%

5 years, per year[…][…]

3 years, per year[…]+21.3%

Worst drop · 1Y−20.7%−21.6%

Volatility · 1Y33.3%32.3%

3–1measures won
PSWD first

76.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

$37.6BAssets$57.7B

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

Overlap: SPAM, PSWD, SMH, CIBR

Today

76.4%most shared, SPAM and PSWD

SPAMPSWDSMHCIBR

SPAM—76.4%0.0%36.6%

PSWD76.4%—0.0%34.5%

SMH0.0%0.0%—5.9%

CIBR36.6%34.5%5.9%—

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

Income After Fees on $10,000

$45most kept, PSWD

PSWD$65 − $20 = $45

SPAM$36 − $35 = $1

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

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