Compare · 3 funds side by side · dividends reinvested

DRAM, CLOD and SMH

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

02 / 04

DRAM, CLOD 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%$65.4B1.3

Themes Cloud Computing ETFThematic · Cyber & cloud0.35%1.43%+2.6%−6.4%[…][…]−30.6%29.1%$2M1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

Rank among the three1st → 3rdFee, 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: DRAM 2026 · CLOD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Memory ETF · $17.6B[…]

DRAM

CLOD

Themes Cloud Computing ETF · $2M[…]

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

DRAMMeasureCLOD

[…]Year to dateJan 1 → Nov 4+2.6%

[…]1 yearTotal return−6.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $143 a year on $10k1.43%

[…]Worst dropSmaller is better−30.6%

[…]VolatilityLower is calmer29.1%

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

0–2CLOD wins

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

More Ways to See the Pairs

DRAM vs CLOD: Top 5 Holdings

Today

DRAM

72.7%in top 5

CLOD

in top 528.0%

DRAMStockCLOD

19.2%FGXXXnot top 5

19.1%005930.Knot top 5

16.4%000660.Knot top 5

12.5%912797WNnot top 5

not top 5SAP.DE6.3%

not top 5MSFT5.8%

not top 5CRM5.7%

not top 5CRWD5.5%

5.5%912797VAnot top 5

not top 5PANW4.7%

Held in common0.0%

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

DRAM vs CLOD Returns, Every Period

RoundhillDRAM

[…]

past year

CLODThemes

−6.4%

past year

Returns […]

DRAMCLODFaded: behind in that period

0–0Level

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

DRAM vs CLOD

YTD

RoundhillDRAM

[…]

CLODThemes

+2.6%

[…]Year to date+2.6%

[…]Worst drop · 1Y−30.6%

[…]Volatility · 1Y29.1%

0.0%Yield1.4%

$17.6BAssets$2.0M

1–0CLOD wins

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

Cost, Income and Risk

Fees: DRAM, CLOD, SMH

Today

0.35%lowest, CLOD

FundExpense ratioFee$10k

CLOD0.35%$35

SMH0.35%$35

DRAM0.65%$65

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

Yields: DRAM, CLOD, SMH

1.43%highest, CLOD

FundTrailing yieldYield$10k

CLOD1.43%$143

SMH0.22%$22

DRAM0.00%$0

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

Income After Fees on $10,000

$108most kept, CLOD

CLOD$143 − $35 = $108

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, CLOD, SMH

Today

4.4%most shared, CLOD and SMH

DRAMCLODSMH

DRAM—0.0%3.3%

CLOD0.0%—4.4%

SMH3.3%4.4%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

CLODWorst drop−30.6%29.1% 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

CLODSMH

+2.6%Year to date+40.0%

1.4%Yield0.2%

−6.4%Past year+38.2%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026