CLOD vs WCBR

ACLOD

BWCBR

Measures won4–2CLOD wins · of 6 · 1Y

$10,000 · 1Y$13,734WCBR · SMH $12,732

Lowest cost0.35%CLOD · $35 on $10k

Most income1.48%CLOD · $148 on $10k

Smallest drop−28.8%CLOD · worst fall in 1Y

Held in common21.8%CLOD and WCBR

CLOD

WCBR

Themes Cloud Computing ETF · $2MWisdomTree Cybersecurity Fund · $213M

−1.1%Year to dateJan 1 → Nov 5+50.7%

−7.4%1 yearTotal return+37.3%

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

1.48%12-mo yield$148 · $0 on $10k0.00%

−28.8%Worst dropSmaller wins−29.1%

29.2%VolatilityLower wins41.4%

4–2CLOD wins

$10,000 · 1 yearAll four, one scale

Shared top holdingsCLOD · WCBR

4.4%CRWD5.8%

4.2%PANW3.9%

3.3%NET3.3%

3.1%FTNT3.1%

Held in common21.8%

End-of-day Nov 5, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

1Y4 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
2	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.48%	−3.7%	−1.1%	−7.4%	new	new	−28.8%	$2M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

1Y4 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
2	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.48%	−3.7%	−1.1%	−7.4%	new	new	−28.8%	$2M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLOD vs WCBR

CLOD

Themes Cloud Computing

$9,263

WCBR

WisdomTree Cybersecurity Fund

$13,734

MeasureCLODWCBR

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield1.48%0.00%

5 years, per year[…]+7.9%

3 years, per year[…]+29.2%

Worst drop · 1Y−28.8%−29.1%

Volatility · 1Y29.2%41.4%

4–0measures won
CLOD first

21.8%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

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

Overlap: CLOD, WCBR, DRAM, SMH

Today

21.8%most shared, CLOD and WCBR

CLODWCBRDRAMSMH

CLOD—21.8%0.0%4.6%

WCBR21.8%—0.0%0.0%

DRAM0.0%0.0%—3.2%

SMH4.6%0.0%3.2%—

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

Income After Fees on $10,000

$113most kept, CLOD

CLOD$148 − $35 = $113

SMH$25 − $35 = −$10

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

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