Compare · 4 funds side by side · dividends reinvested

CLOU, BUG, SMH and DRAM

CLOUGlobal X×BUGGlobal X×SMHVanEck×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$38,820SMH · best of the four

02 / 04

CLOU, BUG, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.4

Global X - Cybersecurity ETFThematic · Cyber & cloud0.50%0.03%+54.2%+36.2%+27.5%+8.1%−32.5%38.7%$2.1B2.0

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+22.2%+14.4%+16.1%−2.1%−27.2%33.3%$390M2.8

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 4, 2026 · returns include dividends · since: CLOU 2019 · BUG 2019 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cloud Computing ETF · $390M$8,998

CLOU

BUG

Global X - Cybersecurity ETF · $2.1B$14,764

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

CLOUMeasureBUG

+22.2%Year to dateJan 1 → Nov 4+54.2%

+14.4%1 yearTotal return+36.2%

+16.1%3 years · per year$10,000 became $15,666 · $20,705+27.5%

−2.1%5 years · per year$10,000 became $8,998 · $14,764+8.1%

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−32.5%

33.3%VolatilityLower is calmer38.7%

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

2–6BUG wins

End-of-day Nov 4, 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

27.7%in top 5

BUG

in top 535.5%

CLOUStockBUG

not top 5OKTA8.9%

not top 5CRWD7.6%

not top 5PANW6.8%

6.5%SNOWnot top 5

not top 5QLYS6.3%

6.2%PAYCnot top 5

5.2%ZS6.0%

5.0%DDOGnot top 5

4.9%WDAYnot top 5

Held in common12.4%

End-of-day Nov 4, 2026 · share of each fund

CLOU vs BUG Returns, Every Period

Global XCLOU

−2.1%

5 years, per year

BUGGlobal X

+8.1%

5 years, per year

CLOUBUGFaded: behind in that period

0–4BUG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CLOU vs SMH

YTD

Global XCLOU

+22.2%

SMHVanEck

+40.0%

+22.2%Year to date+40.0%

−27.2%Worst drop · 1Y−24.6%

33.3%Volatility · 1Y41.2%

0.0%Yield0.2%

$390MAssets$65.4B

3–1SMH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOU, BUG, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

BUG0.50%$50

DRAM0.65%$65

CLOU0.68%$68

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CLOU, BUG, SMH, DRAM

0.22%highest, SMH

FundTrailing yieldYield$10k

SMH0.22%$22

BUG0.03%$3

CLOU0.00%$0

DRAM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

BUG$3 − $50 = −$47

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CLOU, BUG, SMH, DRAM

Today

12.4%most shared, CLOU and BUG

CLOUBUGSMHDRAM

CLOU—12.4%0.0%0.0%

BUG12.4%—0.0%0.0%

SMH0.0%0.0%—3.3%

DRAM0.0%0.0%3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.2%SMH, at 41.2% volatility

CLOUWorst drop−27.2%33.3% vol

BUGWorst drop−32.5%38.7% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMHBUG

+40.0%Year to date+54.2%

0.2%Yield0.0%

+38.2%Past year+36.2%

0.35%Fee0.50%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026