IGV vs CLOD

AIGV

BCLOD

Measures won0–4CLOD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · WCBR $15,057

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 common57.2%IGV and CLOD

IGV

CLOD

iShares Expanded Tech-Software Sector ETF · $12.4BThemes Cloud Computing ETF · $3M

+13.6%3 years · per year$14,660 · […][…]

+3.0%5 years · per year$11,584 · […][…]

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

0.02%12-mo yield$2 · $144 on $10k1.44%

−33.2%Worst dropSmaller wins−28.6%

32.9%VolatilityLower wins29.3%

0–4CLOD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGV · CLOD

9.4%MSFT5.0%

7.8%CRWD4.1%

7.1%ORCL4.1%

4.0%CRM4.8%

Held in common57.2%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	BCLOD	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	BCLOD	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

IGV vs CLOD

IGV

iShares Expanded Tech-Software Sector

$11,584

CLOD

Themes Cloud Computing

[…]

MeasureIGVCLOD

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield0.02%1.44%

5 years, per year+3.0%[…]

3 years, per year+13.6%[…]

Worst drop · 1Y−33.2%−28.6%

Volatility · 1Y32.9%29.3%

4–0measures won
CLOD first

57.2%

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

$39.1BAssets$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%

$120BAssets$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, IGV, SMH

Today

57.2%most shared, CLOD and IGV

CLODWCBRIGVSMH

CLOD—21.1%57.2%4.8%

WCBR21.1%—17.4%0.0%

IGV57.2%17.4%—4.8%

SMH4.8%0.0%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