CLOD vs WCBR

ACLOD

BWCBR

Measures won4–0CLOD wins · of 6 · 3Y

$10,000 · 3Y$33,815SMH · WCBR $22,308

Lowest cost0.35%CLOD · $35 on $10k

Most income1.44%CLOD · $144 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common21.4%CLOD and WCBR

CLOD

WCBR

Themes Cloud Computing ETF · $3MWisdomTree Cybersecurity Fund · $197M

[…]3 years · per year[…] · $22,308+30.7%

[…]5 years · per year[…] · $15,057+8.5%

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

1.44%12-mo yield$144 · $0 on $10k0.00%

−28.6%Worst dropSmaller wins−29.1%

29.3%VolatilityLower wins41.6%

4–0CLOD wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsCLOD · WCBR

4.3%CRWD5.8%

4.0%PANW3.9%

3.2%NET3.3%

3.1%FTNT3.1%

Held in common21.4%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
3	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
4	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.44%	+3.1%	+2.0%	−2.7%	new	new	−28.6%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
3	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
4	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.44%	+3.1%	+2.0%	−2.7%	new	new	−28.6%	$3M

End-of-day Nov 9, 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

[…]

WCBR

WisdomTree Cybersecurity Fund

$22,308

MeasureCLODWCBR

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield1.44%0.00%

5 years, per year[…]+8.5%

3 years, per year[…]+30.7%

Worst drop · 1Y−28.6%−29.1%

Volatility · 1Y29.3%41.6%

4–0measures won
CLOD first

21.4%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CLOD, WCBR, SMH, PAVE

Today

21.4%most shared, CLOD and WCBR

CLODWCBRSMHPAVE

CLOD—21.4%4.9%0.0%

WCBR21.4%—0.0%0.0%

SMH4.9%0.0%—0.0%

PAVE0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, CLOD

CLOD$144 − $35 = $109

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee