Compare · 3 funds side by side · dividends reinvested

BUG, CLOU and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

BUG, CLOU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+43.9%+30.8%+23.9%+6.3%−31.5%39.2%$2.1B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.8

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+15.6%+12.0%+13.6%−3.4%−27.2%33.6%$394M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BUG 2019 · CLOU 2019 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cloud Computing ETF · $394M$8,414

CLOU

SMH

VanEck Semiconductor ETF · $57.7B$33,824

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

CLOUMeasureSMH

+15.6%Year to dateJan 1 → Nov 5+24.3%

+12.0%1 yearTotal return+27.3%

+13.6%3 years · per year$10,000 became $14,675 · $32,662+48.4%

−3.4%5 years · per year$10,000 became $8,414 · $33,824+27.6%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−27.2%Worst dropSmaller is better−33.1%

33.6%VolatilityLower is calmer42.8%

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

2–6SMH wins

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

More Ways to See the Pairs

CLOU vs SMH: Top 5 Holdings

Today

CLOU

27.4%in top 5

SMH

in top 547.4%

CLOUStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

6.3%SNOWnot top 5

6.3%PAYCnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

5.1%ZSnot top 5

4.9%WDAYnot top 5

4.7%QLYSnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CLOU vs SMH Returns, Every Period

Global XCLOU

−3.4%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

CLOUSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CLOU vs SMH

YTD

Global XCLOU

+15.6%

SMHVanEck

+24.3%

+15.6%Year to date+24.3%

−27.2%Worst drop · 1Y−33.1%

33.6%Volatility · 1Y42.8%

0.0%Yield0.2%

$394MAssets$57.7B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUG, CLOU, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

BUG0.50%$50

CLOU0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BUG, CLOU, SMH

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

BUG0.03%$3

CLOU0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

BUG$3 − $50 = −$47

CLOU$0 − $68 = −$68

KeptFee

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

Overlap: BUG, CLOU, SMH

Today

12.3%most shared, BUG and CLOU

BUGCLOUSMH

BUG—12.3%0.0%

CLOU12.3%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+30.8%BUG, at 39.2% volatility

CLOUWorst drop−27.2%33.6% vol

BUGWorst drop−31.5%39.2% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMHBUG

+24.3%Year to date+43.9%

0.2%Yield0.0%

+27.3%Past year+30.8%

0.35%Fee0.50%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026