Compare · 4 funds side by side · dividends reinvested

CLOU, SKYY, SMH and PAVE

CLOUGlobal X×SKYYFirst Trust×SMHVanEck×PAVEGlobal X×

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, SKYY, SMH and PAVE, 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%$60.7B1.9

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B2.1

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+12.6%+5.7%+26.2%+5.4%−25.4%31.9%$3.2B2.8

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+14.3%+9.6%+13.9%−3.6%−27.2%33.6%$394M3.1

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 · SKYY 2011 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

CLOU

SKYY

First Trust Cloud Computing ETF · $3.2B$12,980

$10,000 five years ago, dividends reinvested · they hold 31.5% in common

CLOUMeasureSKYY

+14.3%Year to dateJan 1 → Nov 6+12.6%

+9.6%1 yearTotal return+5.7%

+13.9%3 years · per year$10,000 became $14,771 · $20,095+26.2%

−3.6%5 years · per year$10,000 became $8,315 · $12,980+5.4%

0.68%Expense ratio$68 · $60 a year on $10k · lower is better0.60%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−27.2%Worst dropSmaller is better−25.4%

33.6%VolatilityLower is calmer31.9%

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

2–5SKYY wins

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 SKYY: Top 5 Holdings

Today

CLOU

27.2%in top 5

SKYY

in top 519.2%

CLOUStockSKYY

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

not top 5IBM4.1%

not top 5MSFT4.1%

not top 5P3.9%

not top 5AMZN3.9%

not top 5NTNX3.3%

Held in common31.5%

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

CLOU vs SKYY Returns, Every Period

Global XCLOU

−3.6%

5 years, per year

SKYYFirst Trust

+5.4%

5 years, per year

CLOUSKYYFaded: behind in that period

2–2Level

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

CLOU vs PAVE

YTD

Global XCLOU

+14.3%

PAVEGlobal X

+7.2%

+14.3%Year to date+7.2%

−27.2%Worst drop · 1Y−15.3%

33.6%Volatility · 1Y21.5%

0.0%Yield0.8%

$394MAssets$14.0B

3–1PAVE wins

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

Cost, Income and Risk

Fees: CLOU, SKYY, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

SKYY0.60%$60

CLOU0.68%$68

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

Yields: CLOU, SKYY, SMH, PAVE

0.84%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.84%$84

SMH0.24%$24

CLOU0.00%$0

SKYY0.00%$0

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

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

SKYY$0 − $60 = −$60

CLOU$0 − $68 = −$68

KeptFee

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

Overlap: CLOU, SKYY, SMH, PAVE

Today

31.5%most shared, CLOU and SKYY

CLOUSKYYSMHPAVE

CLOU—31.5%0.0%0.0%

SKYY31.5%—0.0%0.0%

SMH0.0%0.0%—0.0%

PAVE0.0%0.0%0.0%—

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

PAVEWorst drop−15.3%21.5% vol

SKYYWorst drop−25.4%31.9% vol

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

PAVESMH

+7.2%Year to date+28.8%

0.8%Yield0.2%

+7.7%Past year+29.5%

0.47%Fee0.35%

3–1SMH 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

$39.1BAssets$60.7B

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