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%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−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%+22.2%+14.4%+16.1%−2.1%−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

VanEck Semiconductor ETF · $65.8B$38,820

SMH

CLOU

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

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

SMHMeasureCLOU

+40.0%Year to dateJan 1 → Nov 4+22.2%

+38.2%1 yearTotal return+14.4%

+54.7%3 years · per year$10,000 became $37,049 · $15,666+16.1%

+31.2%5 years · per year$10,000 became $38,820 · $8,998−2.1%

0.35%Expense ratio$35 · $68 a year on $10k · lower is better0.68%

0.22%Trailing 12-mo yield$22 · $0 a year on $10k0.00%

−24.6%Worst dropSmaller is better−27.2%

41.2%VolatilityLower is calmer33.3%

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

7–1SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs CLOU: Top 5 Holdings

Today

SMH

47.1%in top 5

CLOU

in top 527.7%

SMHStockCLOU

20.6%NVDAnot top 5

9.6%TSMnot top 5

not top 5SNOW6.5%

not top 5PAYC6.2%

6.0%TXNnot top 5

5.8%AVGOnot top 5

not top 5ZS5.2%

5.2%AMDnot top 5

not top 5DDOG5.0%

not top 5WDAY4.9%

Held in common0.0%

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

SMH vs CLOU Returns, Every Period

VanEckSMH

+31.2%

5 years, per year

CLOUGlobal X

−2.1%

5 years, per year

SMHCLOUFaded: behind in that period

4–0SMH wins

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

SMH vs CLOU

YTD

VanEckSMH

+40.0%

CLOUGlobal X

+22.2%

+40.0%Year to date+22.2%

−24.6%Worst drop · 1Y−27.2%

41.2%Volatility · 1Y33.3%

0.2%Yield0.0%

$65.8BAssets$390M

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

0.22%highest, SMH

FundTrailing yieldYield$10k

SMH0.22%$22

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

−$13most kept, SMH

SMH$22 − $35 = −$13

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

+43.4%WCBR, at 40.9% volatility

CLOUWorst drop−27.2%33.3% vol

WCBRWorst drop−29.1%40.9% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SMHWCBR

+40.0%Year to date+62.0%

0.2%Yield0.0%

+38.2%Past year+43.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026