Compare · 3 funds side by side · dividends reinvested

CLOD, IGV and PAVE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,175PAVE · best of the three

02 / 04

CLOD, IGV and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$13.0B1.4

Themes Cloud Computing ETFThematic · Cyber & cloud0.35%1.48%−1.1%−7.3%[…][…]−28.8%29.2%$3M1.7

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.6

Rank among the three1st → 3rdFee, 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: CLOD 2023 · IGV 2001 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

Themes Cloud Computing ETF · $3M[…]

CLOD

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 57.6% in common

CLODMeasureIGV

−1.1%Year to dateJan 1 → Nov 6−6.4%

−7.3%1 yearTotal return−11.5%

[…]3 years · per year$10,000 became […] · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

1.48%Trailing 12-mo yield$148 · $2 a year on $10k0.02%

−28.8%Worst dropSmaller is better−33.2%

29.2%VolatilityLower is calmer32.9%

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

6–0CLOD wins

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

More Ways to See the Pairs

CLOD vs IGV: Top 5 Holdings

Today

CLOD

25.2%in top 5

IGV

in top 540.4%

CLODStockIGV

5.1%MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

4.3%CRWD7.8%

not top 5ORCL7.0%

5.7%SAP.DEnot top 5

5.0%AMZNnot top 5

5.0%CRMnot top 5

Held in common57.6%

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

CLOD vs IGV Returns, Every Period

ThemesCLOD

−7.3%

past year

IGViShares

−11.5%

past year

CLODIGVFaded: behind in that period

2–0CLOD wins

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

CLOD vs PAVE

YTD

ThemesCLOD

−1.1%

PAVEGlobal X

+7.2%

−1.1%Year to date+7.2%

−28.8%Worst drop · 1Y−15.3%

29.2%Volatility · 1Y21.5%

1.5%Yield0.8%

$2.9MAssets$13.0B

3–1PAVE wins

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

Cost, Income and Risk

Fees: CLOD, IGV, PAVE

Today

0.35%lowest, CLOD

FundExpense ratioFee$10k

CLOD0.35%$35

IGV0.38%$38

PAVE0.47%$47

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

Yields: CLOD, IGV, PAVE

1.48%highest, CLOD

FundTrailing yieldYield$10k

CLOD1.48%$148

PAVE0.84%$84

IGV0.02%$2

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

Income After Fees on $10,000

$113most kept, CLOD

CLOD$148 − $35 = $113

PAVE$84 − $47 = $37

IGV$2 − $38 = −$36

KeptFee

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

Overlap: CLOD, IGV, PAVE

Today

57.6%most shared, CLOD and IGV

CLODIGVPAVE

CLOD—57.6%0.0%

IGV57.6%—0.5%

PAVE0.0%0.5%—

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

Return vs Bumpiness: 3 ETFs

+7.7%PAVE, at 21.5% volatility

PAVEWorst drop−15.3%21.5% vol

CLODWorst drop−28.8%29.2% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

CLODPAVE

−1.1%Year to date+7.2%

1.5%Yield0.8%

−7.3%Past year+7.7%

0.35%Fee0.47%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026