Compare · 3 funds side by side · dividends reinvested

EPAI, CLOU and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

EPAI, CLOU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.3

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+14.3%+9.6%+13.9%−3.6%−27.2%33.6%$394M1.8

Harbor ETF Trust - Harbor AI Inflection Strategy ETFThematic · AI & semis0.88%0.00%+12.9%[…][…][…][…][…]$4M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EPAI 2025 · CLOU 2019 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Harbor ETF Trust - Harbor AI Inflection Strategy ETF · $4M[…]

EPAI

CLOU

Global X - Cloud Computing ETF · $394M$8,315

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

EPAIMeasureCLOU

+12.9%Year to dateJan 1 → Nov 6+14.3%

[…]1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $14,771+13.9%

[…]5 years · per year$10,000 became […] · $8,315−3.6%

0.88%Expense ratio$88 · $68 a year on $10k · lower is better0.68%

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

[…]Worst dropSmaller is better−27.2%

[…]VolatilityLower is calmer33.6%

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

0–2CLOU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPAI vs CLOU: Top 5 Holdings

Today

EPAI

18.9%in top 5

CLOU

in top 527.2%

EPAIStockCLOU

not top 5SNOW6.2%

not top 5PAYC6.2%

not top 5WDAY5.1%

not top 5ZS4.9%

not top 5QLYS4.7%

4.0%TSMnot top 5

3.8%CRLnot top 5

3.8%ENTGnot top 5

3.7%ASMLnot top 5

3.7%AMATnot top 5

Held in common6.2%

End-of-day Nov 6, 2026 · share of each fund

EPAI vs CLOU Returns, Every Period

HarborEPAI

[…]

past year

CLOUGlobal X

+9.6%

past year

EPAICLOUFaded: behind in that period

0–1CLOU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EPAI vs SMH

YTD

HarborEPAI

+12.9%

SMHVanEck

+28.8%

+12.9%Year to date+28.8%

[…]Worst drop · 1Y−33.1%

[…]Volatility · 1Y42.9%

0.0%Yield0.2%

$4.4MAssets$60.7B

2–0SMH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPAI, CLOU, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

CLOU0.68%$68

EPAI0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPAI, CLOU, SMH

0.24%highest, SMH

FundTrailing yieldYield$10k

SMH0.24%$24

EPAI0.00%$0

CLOU0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

CLOU$0 − $68 = −$68

EPAI$0 − $88 = −$88

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPAI, CLOU, SMH

Today

20.4%most shared, EPAI and SMH

EPAICLOUSMH

EPAI—6.2%20.4%

CLOU6.2%—0.0%

SMH20.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%42.9% vol

EPAIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMHCLOU

+28.8%Year to date+14.3%

0.2%Yield0.0%

+29.5%Past year+9.6%

0.35%Fee0.68%

4–0SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026