Compare · 4 funds side by side · dividends reinvested

CLOU, DRAM, ITA and SMH

CLOUGlobal X×DRAMRoundhill×ITAiShares×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeITA · 0.26% · $26 a year on $10k

Story of the four · RiskSmallest drop

CLOU, DRAM, ITA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.6

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.26%+1.3%+4.1%+25.0%+16.6%−20.0%24.0%$12.3B1.9

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+14.5%+9.6%+11.6%−3.6%−27.2%33.6%$372M2.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$15.9B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: CLOU 2019 · DRAM 2026 · ITA 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - Cloud Computing ETF · $372M$8,333

CLOU

More Ways to See the Pairs

CLOU vs SMH: Top 5 Holdings

Today

CLOU

27.0%in top 5

SMH

in top 546.4%

CLOUStockSMH

not top 5NVDA18.9%

not top 5TSM9.8%

6.7%SNOWnot top 5

not top 5TXN6.0%

not top 5AVGO5.9%

Cost, Income and Risk

Fees: CLOU, DRAM, ITA, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ITA0.37%$37

DRAM0.65%$65

CLOU0.68%$68

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

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMH

VanEck Semiconductor ETF · $63.5B$35,624

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CLOUMeasureSMH

+14.5%Year to dateJan 1 → Nov 10+34.3%

+9.6%1 yearTotal return+39.4%

+11.6%3 years · per year$10,000 became $13,887 · $32,788+48.6%

−3.6%5 years · per year$10,000 became $8,333 · $35,624+28.9%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $23 a year on $10k0.23%

−27.2%Worst dropSmaller is better−33.1%

33.6%VolatilityLower is calmer43.1%

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

2–6SMH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.9%PAYCnot top 5

not top 5AMD5.8%

4.9%WDAYnot top 5

4.8%ZSnot top 5

4.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CLOU vs SMH Returns, Every Period

5Y

Global XCLOU

−3.6%

5 years, per year

SMHVanEck

+28.9%

5 years, per year

CLOUSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CLOU vs ITA

YTD

Global XCLOU

+14.5%

ITAiShares

+1.3%

+14.5%Year to date+1.3%

−27.2%Worst drop · 1Y−20.0%

33.6%Volatility · 1Y24.0%

0.0%Yield0.3%

$372MAssets$12.3B

3–1ITA wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CLOU, DRAM, ITA, SMH

1Y

0.26%highest, ITA

FundTrailing yieldYield$10k

ITA0.26%$26

SMH0.23%$23

CLOU0.00%$0

DRAM0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$11most kept, ITA

ITA$26 − $37 = −$11

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CLOU, DRAM, ITA, SMH

Today

2.8%most shared, DRAM and SMH

CLOUDRAMITASMH

CLOU—0.0%0.0%0.0%

DRAM0.0%—0.0%2.8%

ITA0.0%0.0%—0.0%

SMH0.0%2.8%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

ITAWorst drop−20.0%24.0% vol

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ITASMH

+1.3%Year to date+34.3%

0.3%Yield0.2%

+4.1%Past year+39.4%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CLOU, DRAM, ITA and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four