CLOD vs WCBR

ACLOD

BWCBR

Measures won4–0CLOD wins · of 6 · 3Y

$10,000 · 3Y$33,815SMH · SOXX $29,015

Lowest cost0.33%SOXX · $33 on $10k

Most income1.44%CLOD · $144 on $10k

Smallest drop−28.6%CLOD · worst fall in 1Y

Held in common21.1%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

4.1%CRWD5.8%

3.9%PANW3.9%

3.4%NET3.6%

3.0%FTNT3.1%

Held in common21.1%

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
4	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.44%	+2.7%	+1.6%	−3.1%	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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
4	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.44%	+2.7%	+1.6%	−3.1%	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

21.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CLOD, WCBR, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

CLODWCBRSOXXSMH

CLOD—21.1%0.0%4.8%

WCBR21.1%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH4.8%0.0%69.6%—

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

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

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