Compare · 4 funds side by side · dividends reinvested

CLOU, SMH, IVV and DRAM

CLOUGlobal X×SMHVanEck×IVViShares×DRAMRoundhill×

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, SMH, IVV and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

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 · SMH 2011 · IVV 2000 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

CLOU

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

CLOUMeasureIVV

+15.6%Year to dateJan 1 → Nov 9+11.3%

+11.9%1 yearTotal return+13.6%

+13.3%3 years · per year$10,000 became $14,536 · $18,159+22.0%

−3.6%5 years · per year$10,000 became $8,341 · $17,545+11.9%

0.68%Expense ratio$68 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−27.2%Worst dropSmaller is better−8.9%

33.6%VolatilityLower is calmer13.8%

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

1–7IVV 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 IVV: Top 5 Holdings

Today

CLOU

26.8%in top 5

IVV

in top 527.8%

CLOUStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

6.4%SNOWnot top 5

not top 5MSFT6.2%

6.0%PAYCnot top 5

5.0%WDAYnot top 5

4.8%ZSnot top 5

4.6%QLYSnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common6.1%

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

CLOU vs IVV Returns, Every Period

Global XCLOU

−3.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

CLOUIVVFaded: behind in that period

1–3IVV wins

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

Thematic vs Core: CLOU vs IVV

YTD

Global XCLOU

+15.6%

IVViShares

+11.3%

+15.6%Year to date+11.3%

−27.2%Worst drop · 1Y−8.9%

33.6%Volatility · 1Y13.8%

0.0%Yield1.1%

$368MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: CLOU, SMH, IVV, DRAM

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SMH0.35%$35

DRAM0.65%$65

CLOU0.68%$68

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

Yields: CLOU, SMH, IVV, DRAM

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

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

$108most kept, IVV

IVV$111 − $3 = $108

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, SMH, IVV, DRAM

Today

15.0%most shared, SMH and IVV

CLOUSMHIVVDRAM

CLOU—0.0%6.1%0.0%

SMH0.0%—15.0%3.1%

IVV6.1%15.0%—1.7%

DRAM0.0%3.1%1.7%—

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

IVVWorst drop−8.9%13.8% 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

IVVSMH

+11.3%Year to date+35.3%

1.1%Yield0.2%

+13.6%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026