Compare · 4 funds side by side · dividends reinvested

CLOU, IGV, DRAM and SMH

CLOUGlobal X×IGViShares×DRAMRoundhill×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

CLOU, IGV, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.4

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+14.3%+9.6%+13.9%−3.6%−27.2%33.6%$394M2.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.4

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CLOU 2019 · IGV 2001 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cloud Computing ETF · $394M$8,315

CLOU

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

CLOUMeasureIGV

+14.3%Year to dateJan 1 → Nov 6−6.4%

+9.6%1 yearTotal return−11.5%

+13.9%3 years · per year$10,000 became $14,771 · $14,533+13.3%

−3.6%5 years · per year$10,000 became $8,315 · $11,264+2.4%

0.68%Expense ratio$68 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $2 a year on $10k0.02%

−27.2%Worst dropSmaller is better−33.2%

33.6%VolatilityLower is calmer32.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLOU vs IGV: Top 5 Holdings

Today

CLOU

27.2%in top 5

IGV

in top 540.4%

CLOUStockIGV

not top 5MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

6.2%SNOWnot top 5

6.2%PAYCnot top 5

5.1%WDAYnot top 5

4.9%ZSnot top 5

4.7%QLYSnot top 5

Held in common17.1%

End-of-day Nov 6, 2026 · share of each fund

CLOU vs IGV Returns, Every Period

Global XCLOU

−3.6%

5 years, per year

IGViShares

+2.4%

5 years, per year

CLOUIGVFaded: behind in that period

3–1CLOU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CLOU vs SMH

YTD

Global XCLOU

+14.3%

SMHVanEck

+28.8%

+14.3%Year to date+28.8%

−27.2%Worst drop · 1Y−33.1%

33.6%Volatility · 1Y42.9%

0.0%Yield0.2%

$394MAssets$57.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOU, IGV, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

DRAM0.65%$65

CLOU0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLOU, IGV, DRAM, SMH

0.24%highest, SMH

FundTrailing yieldYield$10k

SMH0.24%$24

IGV0.02%$2

CLOU0.00%$0

DRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CLOU, IGV, DRAM, SMH

Today

17.1%most shared, CLOU and IGV

CLOUIGVDRAMSMH

CLOU—17.1%0.0%0.0%

IGV17.1%—0.0%4.9%

DRAM0.0%0.0%—3.1%

SMH0.0%4.9%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

IGVWorst drop−33.2%32.9% vol

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMHCLOU

+28.8%Year to date+14.3%

0.2%Yield0.0%

+29.5%Past year+9.6%

0.35%Fee0.68%

4–0SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026