Compare · 4 funds side by side · dividends reinvested

CLOU, BAI, DRAM and SMH

CLOUGlobal X×BAIiShares×DRAMRoundhill×SMHVanEck×

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

02 / 04

CLOU, BAI, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.4

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+15.6%+12.0%+13.6%−3.4%−27.2%33.6%$394M2.1

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.82%−2.3%−8.2%[…][…]−40.0%47.7%$10.1B2.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B2.5

Rank among the four1st → 4thFee, 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: CLOU 2019 · BAI 2024 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CLOU

BAI

iShares A.I. Innovation and Tech Active ETF · $10.1B[…]

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

CLOUMeasureBAI

+15.6%Year to dateJan 1 → Nov 5−2.3%

+12.0%1 yearTotal return−8.2%

+13.6%3 years · per year$10,000 became $14,675 · […][…]

−3.4%5 years · per year$10,000 became $8,414 · […][…]

0.68%Expense ratio$68 · $65 a year on $10k · lower is better0.65%

0.00%Trailing 12-mo yield$0 · $182 a year on $10k1.82%

−27.2%Worst dropSmaller is better−40.0%

33.6%VolatilityLower is calmer47.7%

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

4–2CLOU 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 BAI: Top 5 Holdings

Today

CLOU

27.4%in top 5

BAI

in top 526.9%

CLOUStockBAI

6.3%SNOWnot top 5

6.3%PAYCnot top 5

not top 5NVDA5.9%

not top 5MU5.7%

not top 5AMD5.5%

not top 5TSM5.2%

5.1%ZSnot top 5

4.9%WDAYnot top 5

4.7%QLYSnot top 5

not top 5AVGO4.7%

Held in common8.4%

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

CLOU vs BAI Returns, Every Period

Global XCLOU

+12.0%

past year

BAIiShares

−8.2%

past year

CLOUBAIFaded: behind in that period

2–0CLOU wins

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

CLOU vs BAI

YTD

Global XCLOU

+15.6%

BAIiShares

−2.3%

+15.6%Year to date−2.3%

−27.2%Worst drop · 1Y−40.0%

33.6%Volatility · 1Y47.7%

0.0%Yield1.8%

$394MAssets$10.1B

3–1CLOU wins

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

Cost, Income and Risk

Fees: CLOU, BAI, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

BAI0.65%$65

DRAM0.65%$65

CLOU0.68%$68

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

Yields: CLOU, BAI, DRAM, SMH

1.82%highest, BAI

FundTrailing yieldYield$10k

BAI1.82%$182

SMH0.25%$25

CLOU0.00%$0

DRAM0.00%$0

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

Income After Fees on $10,000

$117most kept, BAI

BAI$182 − $65 = $117

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

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

Overlap: CLOU, BAI, DRAM, SMH

Today

32.0%most shared, BAI and SMH

CLOUBAIDRAMSMH

CLOU—8.4%0.0%0.0%

BAI8.4%—7.8%32.0%

DRAM0.0%7.8%—3.2%

SMH0.0%32.0%3.2%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%42.8% vol

BAIWorst drop−40.0%47.7% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

BAISMH

−2.3%Year to date+24.3%

1.8%Yield0.2%

−8.2%Past year+27.3%

0.65%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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