CLOD vs SKYY

ACLOD

BSKYY

Measures won3–1CLOD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · CIBR $18,857

Lowest cost0.35%CLOD · $35 on $10k

Most income1.43%CLOD · $143 on $10k

Smallest drop−21.1%CIBR · worst fall in 1Y

Held in common32.1%CLOD and SKYY

CLOD

SKYY

Themes Cloud Computing ETF · $2MFirst Trust Cloud Computing ETF · $3.2B

[…]3 years · per year[…] · $21,787+29.6%

[…]5 years · per year[…] · $14,014+7.0%

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

1.43%12-mo yield$143 · $0 on $10k0.00%

−30.6%Worst dropSmaller wins−27.4%

29.1%VolatilityLower wins31.5%

3–1CLOD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOD · SKYY

5.8%MSFT3.7%

4.4%AMZN3.5%

3.9%ORCL3.1%

3.3%GOOGL3.0%

Held in common32.1%

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 Four

5Y4 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
4	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 Four

5Y4 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
4	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 SKYY

CLOD

Themes Cloud Computing

[…]

SKYY

First Trust Cloud Computing

$14,014

MeasureCLODSKYY

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield1.43%0.00%

5 years, per year[…]+7.0%

3 years, per year[…]+29.6%

Worst drop · 1Y−30.6%−27.4%

Volatility · 1Y29.1%31.5%

3–1measures won
CLOD first

32.1%

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, SKYY, SMH, CIBR

Today

32.1%most shared, CLOD and SKYY

CLODSKYYSMHCIBR

CLOD—32.1%4.4%27.3%

SKYY32.1%—0.0%24.4%

SMH4.4%0.0%—5.8%

CIBR27.3%24.4%5.8%—

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

CIBR$40 − $58 = −$18

SKYY$0 − $60 = −$60

KeptFee

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