Compare SMH and CLOD | ETF Tracker

SMH and CLOD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes Cloud Computing ETFThematic · Cyber & cloud0.35%1.48%−1.1%−7.4%[…][…]−28.8%29.2%$2M1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.4

Rank among the two1st → 2ndFee, 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: SMH 2011 · CLOD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Semiconductor ETF · $57.7B$33,824

SMH

CLOD

Themes Cloud Computing ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

SMHMeasureCLOD

+24.3%Year to dateJan 1 → Nov 5−1.1%

+27.3%1 yearTotal return−7.4%

+48.4%3 years · per year$10,000 became $32,662 · […][…]

+27.6%5 years · per year$10,000 became $33,824 · […][…]

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

0.25%Trailing 12-mo yield$25 · $148 a year on $10k1.48%

−33.1%Worst dropSmaller is better−28.8%

42.8%VolatilityLower is calmer29.2%

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

2–3CLOD wins

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

More Ways to See the Pairs

SMH vs CLOD: Top 5 Holdings

Today

SMH

47.4%in top 5

CLOD

in top 525.1%

SMHStockCLOD

20.5%NVDAnot top 5

9.7%TSMnot top 5

6.1%TXNnot top 5

5.8%AVGOnot top 5

not top 5SAP.DE5.6%

5.4%AMDnot top 5

not top 5MSFT5.1%

not top 5AMZN5.0%

not top 5CRM4.9%

not top 5CRWD4.4%

Held in common4.6%

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

SMH vs CLOD Returns, Every Period

1Y

VanEckSMH

+27.3%

past year

CLODThemes

−7.4%

past year

SMHCLODFaded: behind in that period

2–0SMH wins

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

SMH vs CLOD

YTD

VanEckSMH

+24.3%

CLODThemes

−1.1%

+24.3%Year to date−1.1%

−33.1%Worst drop · 1Y−28.8%

42.8%Volatility · 1Y29.2%

0.2%Yield1.5%

$57.7BAssets$2.0M

3–1CLOD wins

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

Cost, Income and Risk

Fees: SMH, CLOD

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

CLOD0.35%$35

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

Yields: SMH, CLOD

1Y

1.48%highest, CLOD

FundTrailing yieldYield$10k

CLOD1.48%$148

SMH0.25%$25

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

Income After Fees on $10,000

1Y

$113most kept, CLOD

CLOD$148 − $35 = $113

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SMH, CLOD

Today

4.6%most shared, SMH and CLOD

SMHCLOD

SMH—4.6%

CLOD4.6%—

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

Return vs Bumpiness: 2 ETFs

1Y

+27.3%SMH, at 42.8% volatility

CLODWorst drop−28.8%29.2% 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

CLODSMH

−1.1%Year to date+24.3%

1.5%Yield0.2%

−7.4%Past year+27.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026