Compare · 4 funds side by side · dividends reinvested

CLOU, BUG, DRAM and SMH

CLOUGlobal X×BUGGlobal X×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, BUG, DRAM 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%$65.4B1.8

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+15.6%+12.0%+13.6%−3.4%−27.2%33.6%$390M2.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

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 · BUG 2019 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cloud Computing ETF · $390M$8,414

CLOU

BUG

Global X - Cybersecurity ETF · $2.1B$13,604

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

CLOUMeasureBUG

+15.6%Year to dateJan 1 → Nov 5+43.9%

+12.0%1 yearTotal return+30.8%

+13.6%3 years · per year$10,000 became $14,675 · $19,011+23.9%

−3.4%5 years · per year$10,000 became $8,414 · $13,604+6.3%

0.68%Expense ratio$68 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $3 a year on $10k0.03%

−27.2%Worst dropSmaller is better−31.5%

33.6%VolatilityLower is calmer39.2%

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

2–6BUG 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 BUG: Top 5 Holdings

Today

CLOU

27.4%in top 5

BUG

in top 535.3%

CLOUStockBUG

not top 5OKTA8.9%

not top 5CRWD7.4%

not top 5PANW6.7%

6.3%SNOWnot top 5

6.3%PAYCnot top 5

4.7%QLYS6.3%

5.1%ZS5.9%

4.9%WDAYnot top 5

Held in common12.3%

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

CLOU vs BUG Returns, Every Period

Global XCLOU

−3.4%

5 years, per year

BUGGlobal X

+6.3%

5 years, per year

CLOUBUGFaded: behind in that period

0–4BUG 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%

$390MAssets$65.4B

2–2level

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

Cost, Income and Risk

Fees: CLOU, BUG, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

BUG0.50%$50

DRAM0.65%$65

CLOU0.68%$68

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

Yields: CLOU, BUG, DRAM, SMH

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

BUG0.03%$3

CLOU0.00%$0

DRAM0.00%$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

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

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

Overlap: CLOU, BUG, DRAM, SMH

Today

12.3%most shared, CLOU and BUG

CLOUBUGDRAMSMH

CLOU—12.3%0.0%0.0%

BUG12.3%—0.0%0.0%

DRAM0.0%0.0%—3.2%

SMH0.0%0.0%3.2%—

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

Return vs Bumpiness: 4 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

DRAMWorst drop[…][…]

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 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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026