CLOD vs SMH

ACLOD

BSMH

Measures won3–0CLOD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.35%CLOD · $35 on $10k

Most income1.44%CLOD · $144 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common4.8%CLOD and SMH

CLOD

SMH

Themes Cloud Computing ETF · $3MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

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

1.44%12-mo yield$144 · $23 on $10k0.23%

−28.6%Worst dropSmaller wins−33.1%

29.3%VolatilityLower wins43.1%

3–0CLOD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLOD · SMH

3.5%CDNS2.4%

3.4%SNPS2.4%

Held in common4.8%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	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 SMH

CLOD

Themes Cloud Computing

[…]

SMH

VanEck Semiconductor

$36,298

MeasureCLODSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield1.44%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−28.6%−33.1%

Volatility · 1Y29.3%43.1%

3–0measures won
CLOD first

4.8%

holdings shared

Nov 9, 2026 · $10,000 five years 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, SMH, PAVE

Today

4.8%most shared, CLOD and SMH

CLODSMHPAVE

CLOD—4.8%0.0%

SMH4.8%—0.0%

PAVE0.0%0.0%—

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

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

KeptFee

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