Compare · 4 funds side by side · dividends reinvested

CLOU, PAVE, DRAM and SMH

CLOUGlobal X×PAVEGlobal X×DRAMRoundhill×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

CLOU, PAVE, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B1.8

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+15.6%+11.9%+13.3%−3.6%−27.2%33.6%$368M2.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: CLOU 2019 · PAVE 2017 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cloud Computing ETF · $368M$8,341

CLOU

PAVE

Global X - U.S. Infrastructure Development ETF · $13.0B$19,862

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

CLOUMeasurePAVE

+15.6%Year to dateJan 1 → Nov 9+11.8%

+11.9%1 yearTotal return+12.8%

+13.3%3 years · per year$10,000 became $14,536 · $18,295+22.3%

−3.6%5 years · per year$10,000 became $8,341 · $19,862+14.7%

0.68%Expense ratio$68 · $47 a year on $10k · lower is better0.47%

0.00%Trailing 12-mo yield$0 · $81 a year on $10k0.81%

−27.2%Worst dropSmaller is better−15.3%

33.6%VolatilityLower is calmer21.9%

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

1–7PAVE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLOU vs PAVE: Top 5 Holdings

Today

CLOU

26.8%in top 5

PAVE

in top 518.2%

CLOUStockPAVE

6.4%SNOWnot top 5

6.0%PAYCnot top 5

5.0%WDAYnot top 5

4.8%ZSnot top 5

4.6%QLYSnot top 5

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5CRH3.3%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CLOU vs PAVE Returns, Every Period

Global XCLOU

−3.6%

5 years, per year

PAVEGlobal X

+14.7%

5 years, per year

CLOUPAVEFaded: behind in that period

1–3PAVE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CLOU vs PAVE

YTD

Global XCLOU

+15.6%

PAVEGlobal X

+11.8%

+15.6%Year to date+11.8%

−27.2%Worst drop · 1Y−15.3%

33.6%Volatility · 1Y21.9%

0.0%Yield0.8%

$368MAssets$13.0B

3–1PAVE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOU, PAVE, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

DRAM0.65%$65

CLOU0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CLOU, PAVE, DRAM, SMH

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

SMH0.23%$23

CLOU0.00%$0

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CLOU, PAVE, DRAM, SMH

Today

3.1%most shared, DRAM and SMH

CLOUPAVEDRAMSMH

CLOU—0.0%0.0%0.0%

PAVE0.0%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

PAVEWorst drop−15.3%21.9% vol

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+11.8%Year to date+35.3%

0.8%Yield0.2%

+12.8%Past year+39.3%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026