Compare · 2 funds side by side · dividends reinvested

CLOU and SMH

CLOUGlobal X×SMHVanEck×

Versus in desk

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

02 / 04

CLOU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.1

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+21.3%+13.8%+16.3%−2.4%−27.2%33.3%$390M1.9

Rank among the two1st → 2ndFee, 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 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CLOU

SMH

VanEck Semiconductor ETF · $65.8B$38,820

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

CLOUMeasureSMH

+21.3%Year to dateJan 1 → Nov 4+44.0%

+13.8%1 yearTotal return+43.3%

+16.3%3 years · per year$10,000 became $15,710 · $38,001+56.1%

−2.4%5 years · per year$10,000 became $8,840 · $39,579+31.7%

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

0.00%Trailing 12-mo yield$0 · $21 a year on $10k0.21%

−27.2%Worst dropSmaller is better−24.6%

33.3%VolatilityLower is calmer41.1%

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

1–7SMH 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 SMH: Top 5 Holdings

Today

CLOU

27.7%in top 5

SMH

in top 547.1%

CLOUStockSMH

not top 5NVDA20.6%

not top 5TSM9.6%

6.5%SNOWnot top 5

6.2%PAYCnot top 5

not top 5TXN6.0%

not top 5AVGO5.8%

5.2%ZSnot top 5

not top 5AMD5.2%

5.0%DDOGnot top 5

4.9%WDAYnot top 5

Held in common0.0%

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

CLOU vs SMH Returns, Every Period

Global XCLOU

−2.4%

5 years, per year

SMHVanEck

+31.7%

5 years, per year

CLOUSMHFaded: behind in that period

0–4SMH wins

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

CLOU vs SMH

YTD

Global XCLOU

+21.3%

SMHVanEck

+44.0%

+21.3%Year to date+44.0%

−27.2%Worst drop · 1Y−24.6%

33.3%Volatility · 1Y41.1%

0.0%Yield0.2%

$390MAssets$65.8B

3–1SMH wins

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

Cost, Income and Risk

Fees: CLOU, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

CLOU0.68%$68

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

Yields: CLOU, SMH

0.21%highest, SMH

FundTrailing yieldYield$10k

SMH0.21%$21

CLOU0.00%$0

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

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

CLOU$0 − $68 = −$68

KeptFee

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

Overlap: CLOU, SMH

Today

0.0%most shared, CLOU and SMH

CLOUSMH

CLOU—0.0%

SMH0.0%—

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

Return vs Bumpiness: 2 ETFs

+43.3%SMH, at 41.1% volatility

CLOUWorst drop−27.2%33.3% vol

SMHWorst drop−24.6%41.1% vol

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

Paid More vs Made More

YTD

SMHCLOU

+44.0%Year to date+21.3%

0.2%Yield0.0%

+43.3%Past year+13.8%

0.35%Fee0.68%

4–0SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026