Compare · 4 funds side by side · dividends reinvested

CLOD, SKYY, CIBR and SMH

CLODThemes×SKYYFirst Trust×CIBRFirst Trust×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,140SMH · best of the four

Story of the four · IncomeMost incomeCLOD · 1.44% · $144 a year on $10k

Story of the four · RiskSmallest drop

CLOD, SKYY, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+35.3%+26.2%+28.6%+12.4%−20.6%31.3%$16.7B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B2.0

Themes Cloud Computing ETFThematic · Cyber & cloud0.35%1.44%+2.0%−3.6%[…][…]−28.1%29.3%$3M2.3

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+18.5%+12.2%+26.1%+5.7%−24.2%32.0%$3.2B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CLOD 2023 · SKYY 2011 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Themes Cloud Computing ETF · $3M[…]

CLOD

More Ways to See the Pairs

CLOD vs SMH: Top 5 Holdings

Today

CLOD

24.3%in top 5

SMH

in top 545.9%

CLODStockSMH

not top 5NVDA17.7%

not top 5TSM10.0%

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

Cost, Income and Risk

Fees: CLOD, SKYY, CIBR, SMH

Today

0.35%lowest, CLOD

FundExpense ratioFee$10k

CLOD0.35%$35

SMH0.35%$35

CIBR0.58%$58

SKYY0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SMH

VanEck Semiconductor ETF · $64.4B$35,140

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

CLODMeasureSMH

+2.0%Year to dateJan 1 → Nov 12+39.3%

−3.6%1 yearTotal return+43.4%

[…]3 years · per year$10,000 became […] · $33,705+49.9%

[…]5 years · per year$10,000 became […] · $35,140+28.6%

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

1.44%Trailing 12-mo yield$144 · $22 a year on $10k0.22%

−28.1%Worst dropSmaller is better−33.1%

29.3%VolatilityLower is calmer43.2%

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

3–2CLOD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%SAP.DEnot top 5

5.0%AMZNnot top 5

4.8%MSFTnot top 5

4.7%CRMnot top 5

4.3%ORCLnot top 5

Held in common4.6%

End-of-day Nov 12, 2026 · share of each fund

CLOD vs SMH Returns, Every Period

1Y

ThemesCLOD

−3.6%

past year

SMHVanEck

+43.4%

past year

CLODSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CLOD vs CIBR

YTD

ThemesCLOD

+2.0%

CIBRFirst Trust

+35.3%

+2.0%Year to date+35.3%

−28.1%Worst drop · 1Y−20.6%

29.3%Volatility · 1Y31.3%

1.4%Yield0.4%

$3.0MAssets$16.7B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CLOD, SKYY, CIBR, SMH

1Y

1.44%highest, CLOD

FundTrailing yieldYield$10k

CLOD1.44%$144

CIBR0.41%$41

SMH0.22%$22

SKYY0.00%$0

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

Income After Fees on $10,000

1Y

$109most kept, CLOD

CLOD$144 − $35 = $109

SMH$22 − $35 = −$13

CIBR$41 − $58 = −$17

SKYY$0 − $60 = −$60

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CLOD, SKYY, CIBR, SMH

Today

34.3%most shared, CLOD and SKYY

CLODSKYYCIBRSMH

CLOD—34.3%25.6%4.6%

SKYY34.3%—24.7%0.0%

CIBR25.6%24.7%—6.1%

SMH4.6%0.0%6.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+43.4%SMH, at 43.2% volatility

CLODWorst drop−28.1%29.3% vol

CIBRWorst drop−20.6%31.3% vol

SKYYWorst drop−24.2%32.0% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CLODSMH

+2.0%Year to date+39.3%

1.4%Yield0.2%

−3.6%Past year+43.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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CLOD, SKYY, CIBR and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four