Compare · 3 funds side by side · dividends reinvested

WCLD, SMH and PAVE

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

02 / 04

WCLD, SMH and PAVE, 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%$65.4B1.5

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.0%+13.0%+24.4%+15.6%−13.8%20.6%$14.2B2.0

WisdomTree Cloud Computing FundThematic · Cyber & cloud0.45%0.00%+24.1%+21.1%+17.2%−6.7%−33.4%39.3%$313M2.5

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: WCLD 2019 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cloud Computing Fund · $313M$7,055

WCLD

SMH

VanEck Semiconductor ETF · $65.4B$38,820

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

WCLDMeasureSMH

+24.1%Year to dateJan 1 → Nov 4+40.0%

+21.1%1 yearTotal return+38.2%

+17.2%3 years · per year$10,000 became $16,079 · $37,049+54.7%

−6.7%5 years · per year$10,000 became $7,055 · $38,820+31.2%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $22 a year on $10k0.22%

−33.4%Worst dropSmaller is better−24.6%

39.3%VolatilityLower is calmer41.2%

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

1–7SMH wins

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

More Ways to See the Pairs

WCLD vs SMH: Top 5 Holdings

Today

WCLD

10.9%in top 5

SMH

in top 547.1%

WCLDStockSMH

not top 5NVDA20.6%

not top 5TSM9.6%

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

2.4%NTSKnot top 5

2.2%OKTAnot top 5

2.1%TENBnot top 5

2.1%BRZEnot top 5

2.0%PDnot top 5

Held in common0.0%

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

WCLD vs SMH Returns, Every Period

WisdomTreeWCLD

−6.7%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

WCLDSMHFaded: behind in that period

0–4SMH wins

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

WCLD vs PAVE

YTD

WisdomTreeWCLD

+24.1%

PAVEGlobal X

+13.0%

+24.1%Year to date+13.0%

−33.4%Worst drop · 1Y−13.8%

39.3%Volatility · 1Y20.6%

0.0%Yield0.8%

$313MAssets$14.2B

3–1PAVE wins

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

Cost, Income and Risk

Fees: WCLD, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WCLD0.45%$45

PAVE0.47%$47

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

Yields: WCLD, SMH, PAVE

0.80%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.80%$80

SMH0.22%$22

WCLD0.00%$0

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

Income After Fees on $10,000

$33most kept, PAVE

PAVE$80 − $47 = $33

SMH$22 − $35 = −$13

WCLD$0 − $45 = −$45

KeptFee

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

Overlap: WCLD, SMH, PAVE

Today

0.0%most shared, WCLD and SMH

WCLDSMHPAVE

WCLD—0.0%0.0%

SMH0.0%—0.0%

PAVE0.0%0.0%—

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

PAVEWorst drop−13.8%20.6% vol

WCLDWorst drop−33.4%39.3% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

PAVESMH

+13.0%Year to date+40.0%

0.8%Yield0.2%

+13.0%Past year+38.2%

0.47%Fee0.35%

3–1SMH 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