Compare · 4 funds side by side · dividends reinvested

CLOU, WCBR, DRAM and SMH

CLOUGlobal X×WCBRWisdomTree×DRAMRoundhill×SMHVanEck×

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

02 / 04

CLOU, WCBR, DRAM 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%$65.8B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.6%+44.0%+33.3%+9.5%−29.1%40.9%$227M1.9

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$18.7B2.5

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+21.3%+13.8%+16.3%−2.4%−27.2%33.3%$390M2.6

Rank among the four1st → 4thFee, 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 · WCBR 2021 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CLOU

WCBR

WisdomTree Cybersecurity Fund · $227M$15,889

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

CLOUMeasureWCBR

+21.3%Year to dateJan 1 → Nov 4+62.6%

+13.8%1 yearTotal return+44.0%

+16.3%3 years · per year$10,000 became $15,710 · $23,662+33.3%

−2.4%5 years · per year$10,000 became $8,840 · $15,731+9.5%

0.68%Expense ratio$68 · $45 a year on $10k · lower is better0.45%

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

−27.2%Worst dropSmaller is better−29.1%

33.3%VolatilityLower is calmer40.9%

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

2–5WCBR 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 WCBR: Top 5 Holdings

Today

CLOU

27.7%in top 5

WCBR

in top 530.4%

CLOUStockWCBR

5.2%ZS7.0%

6.5%SNOWnot top 5

6.2%PAYCnot top 5

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

5.0%DDOGnot top 5

4.9%WDAYnot top 5

Held in common20.5%

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

CLOU vs WCBR Returns, Every Period

Global XCLOU

−2.4%

5 years, per year

WCBRWisdomTree

+9.5%

5 years, per year

CLOUWCBRFaded: behind in that period

0–4WCBR 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, WCBR, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WCBR0.45%$45

DRAM0.65%$65

CLOU0.68%$68

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

Yields: CLOU, WCBR, DRAM, SMH

0.21%highest, SMH

FundTrailing yieldYield$10k

SMH0.21%$21

CLOU0.00%$0

WCBR0.00%$0

DRAM0.00%$0

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

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

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

Overlap: CLOU, WCBR, DRAM, SMH

Today

20.5%most shared, CLOU and WCBR

CLOUWCBRDRAMSMH

CLOU—20.5%0.0%0.0%

WCBR20.5%—0.0%0.0%

DRAM0.0%0.0%—3.3%

SMH0.0%0.0%3.3%—

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

Return vs Bumpiness: 4 ETFs

+44.0%WCBR, at 40.9% volatility

CLOUWorst drop−27.2%33.3% vol

WCBRWorst drop−29.1%40.9% vol

SMHWorst drop−24.6%41.1% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SMHWCBR

+44.0%Year to date+62.6%

0.2%Yield0.0%

+43.3%Past year+44.0%

0.35%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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