CLOD vs WCBR

ACLOD

BWCBR

Measures won4–2CLOD wins · of 6 · YTD

$10,000 · YTD$15,619WCBR · SMH $13,534

Lowest cost0.35%CLOD · $35 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

YTD

CLOD

WCBR

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

+1.6%Year to dateJan 1 → Nov 9+56.2%

−3.1%1 yearTotal return+41.4%

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%

4–2CLOD wins

$10,000 · since Jan 1All 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 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
2	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.44%	+2.7%	+1.6%	−3.1%	new	new	−28.6%	$3M
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B

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

All Four

YTD4 funds

#
1	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
2	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.44%	+2.7%	+1.6%	−3.1%	new	new	−28.6%	$3M
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B

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

$9,689

WCBR

WisdomTree Cybersecurity Fund

$14,137

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 one year 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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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

Overlap: CLOD, WCBR, SMH, IGV

Today

57.2%most shared, CLOD and IGV

CLODWCBRSMHIGV

CLOD—21.1%4.8%57.2%

WCBR21.1%—0.0%17.4%

SMH4.8%0.0%—4.8%

IGV57.2%17.4%4.8%—

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

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

WCBR$0 − $45 = −$45

KeptFee

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