CLOD vs SMH

ACLOD

BSMH

Measures won3–0CLOD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.48%CLOD · $148 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common4.9%CLOD and SMH

CLOD

SMH

Themes Cloud Computing ETF · $2MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

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

1.48%12-mo yield$148 · $24 on $10k0.24%

−28.8%Worst dropSmaller wins−33.1%

29.2%VolatilityLower wins42.9%

3–0CLOD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLOD · SMH

3.5%CDNS2.5%

3.4%SNPS2.5%

Held in common4.9%

End-of-day Nov 6, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.48%	+0.1%	−1.1%	−7.3%	new	new	−28.8%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.48%	+0.1%	−1.1%	−7.3%	new	new	−28.8%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLOD vs SMH

CLOD

Themes Cloud Computing

[…]

SMH

VanEck Semiconductor

$34,950

MeasureCLODSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield1.48%0.24%

5 years, per year[…]+28.4%

3 years, per year[…]+48.9%

Worst drop · 1Y−28.8%−33.1%

Volatility · 1Y29.2%42.9%

3–0measures won
CLOD first

4.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: CLOD, SMH, IVV

Today

14.7%most shared, CLOD and IVV

CLODSMHIVV

CLOD—4.9%14.7%

SMH4.9%—14.5%

IVV14.7%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, CLOD

CLOD$148 − $35 = $113

IVV$114 − $3 = $111

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee