Compare · 4 funds side by side · dividends reinvested

CLOU, WCBR, PAVE and SMH

CLOUGlobal X×WCBRWisdomTree×PAVEGlobal X×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

CLOU, WCBR, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.3

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.85%+6.3%+7.4%+21.6%+13.7%−15.3%21.5%$14.2B2.4

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+15.6%+12.0%+13.6%−3.4%−27.2%33.6%$390M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CLOU 2019 · WCBR 2021 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,639

WCBR

CLOU

Global X - Cloud Computing ETF · $390M$8,414

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

WCBRMeasureCLOU

+50.7%Year to dateJan 1 → Nov 5+15.6%

+37.3%1 yearTotal return+12.0%

+29.2%3 years · per year$10,000 became $21,545 · $14,675+13.6%

+7.9%5 years · per year$10,000 became $14,639 · $8,414−3.4%

0.45%Expense ratio$45 · $68 a year on $10k · lower is better0.68%

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

−29.1%Worst dropSmaller is better−27.2%

41.4%VolatilityLower is calmer33.6%

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

5–2WCBR wins

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

More Ways to See the Pairs

WCBR vs CLOU: Top 5 Holdings

Today

WCBR

30.4%in top 5

CLOU

in top 527.4%

WCBRStockCLOU

7.0%ZS5.1%

not top 5SNOW6.3%

not top 5PAYC6.3%

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5WDAY4.9%

not top 5QLYS4.7%

Held in common20.4%

End-of-day Nov 5, 2026 · share of each fund

WCBR vs CLOU Returns, Every Period

WisdomTreeWCBR

+7.9%

5 years, per year

CLOUGlobal X

−3.4%

5 years, per year

WCBRCLOUFaded: behind in that period

4–0WCBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WCBR vs PAVE

YTD

WisdomTreeWCBR

+50.7%

PAVEGlobal X

+6.3%

+50.7%Year to date+6.3%

−29.1%Worst drop · 1Y−15.3%

41.4%Volatility · 1Y21.5%

0.0%Yield0.8%

$213MAssets$14.2B

3–1PAVE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOU, WCBR, PAVE, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WCBR0.45%$45

PAVE0.47%$47

CLOU0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CLOU, WCBR, PAVE, SMH

0.85%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.85%$85

SMH0.25%$25

CLOU0.00%$0

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, PAVE

PAVE$85 − $47 = $38

SMH$25 − $35 = −$10

WCBR$0 − $45 = −$45

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CLOU, WCBR, PAVE, SMH

Today

20.4%most shared, CLOU and WCBR

CLOUWCBRPAVESMH

CLOU—20.4%0.0%0.0%

WCBR20.4%—0.0%0.0%

PAVE0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.4% volatility

PAVEWorst drop−15.3%21.5% vol

CLOUWorst drop−27.2%33.6% vol

WCBRWorst drop−29.1%41.4% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PAVEWCBR

+6.3%Year to date+50.7%

0.8%Yield0.0%

+7.4%Past year+37.3%

0.47%Fee0.45%

3–1WCBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026