CLOD vs SMH

ACLOD

BSMH

Measures won3–0CLOD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SOXX $26,093

Lowest cost0.33%SOXX · $33 on $10k

Most income1.48%CLOD · $148 on $10k

Smallest drop−28.8%CLOD · worst fall in 1Y

Held in common4.6%CLOD and SMH

CLOD

SMH

Themes Cloud Computing ETF · $2MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

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

1.48%12-mo yield$148 · $25 on $10k0.25%

−28.8%Worst dropSmaller wins−33.1%

29.2%VolatilityLower wins42.8%

3–0CLOD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOD · SMH

3.5%CDNS2.3%

3.4%SNPS2.3%

Held in common4.6%

End-of-day Nov 5, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
4	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.48%	−3.7%	−1.1%	−7.4%	new	new	−28.8%	$2M

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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
4	ACLOD	Themes Cloud Computing ETFRead Desk	0.35%	1.48%	−3.7%	−1.1%	−7.4%	new	new	−28.8%	$2M

End-of-day Nov 5, 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

$33,824

MeasureCLODSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield1.48%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−28.8%−33.1%

Volatility · 1Y29.2%42.8%

3–0measures won
CLOD first

4.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CLOD, WCBR, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

CLODWCBRSMHSOXX

CLOD—21.8%4.6%0.0%

WCBR21.8%—0.0%0.0%

SMH4.6%0.0%—69.8%

SOXX0.0%0.0%69.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, CLOD

CLOD$148 − $35 = $113

SOXX$95 − $33 = $62

SMH$25 − $35 = −$10

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee