CLOD vs BUG

ACLOD

BBUG

Measures won4–0CLOD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · BUG $14,764

Lowest cost0.35%CLOD · $35 on $10k

Most income1.43%CLOD · $143 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common17.1%CLOD and BUG

CLOD

BUG

Themes Cloud Computing ETF · $2MGlobal X - Cybersecurity ETF · $2.1B

[…]3 years · per year[…] · $20,705+27.5%

[…]5 years · per year[…] · $14,764+8.1%

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

1.43%12-mo yield$143 · $3 on $10k0.03%

−30.6%Worst dropSmaller wins−32.5%

29.1%VolatilityLower wins38.7%

4–0CLOD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLOD · BUG

5.5%CRWD7.6%

4.7%PANW6.8%

2.9%FTNT5.3%

1.2%OKTA8.9%

Held in common17.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BBUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+0.3%	+54.2%	+36.2%	+27.5%	+8.1%	−32.5%	$2.1B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.43%	+1.3%	+2.6%	−6.4%	new	new	−30.6%	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BBUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+0.3%	+54.2%	+36.2%	+27.5%	+8.1%	−32.5%	$2.1B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.43%	+1.3%	+2.6%	−6.4%	new	new	−30.6%	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLOD vs BUG

CLOD

Themes Cloud Computing

[…]

BUG

Global X - Cybersecurity

$14,764

MeasureCLODBUG

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield1.43%0.03%

5 years, per year[…]+8.1%

3 years, per year[…]+27.5%

Worst drop · 1Y−30.6%−32.5%

Volatility · 1Y29.1%38.7%

4–0measures won
CLOD first

17.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CLOD, BUG, SMH

Today

17.1%most shared, CLOD and BUG

CLODBUGSMH

CLOD—17.1%4.4%

BUG17.1%—0.0%

SMH4.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, CLOD

CLOD$143 − $35 = $108

SMH$22 − $35 = −$13

BUG$3 − $50 = −$47

KeptFee

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