CLOD vs WCBR

ACLOD

BWCBR

Measures won3–1CLOD wins · of 6 · 5Y

$10,000 · 5Y$30,376SOXX · PAVE $20,624

Lowest cost0.33%SOXX · $33 on $10k

Most income1.43%CLOD · $143 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common22.3%CLOD and WCBR

CLOD

WCBR

Themes Cloud Computing ETF · $2MWisdomTree Cybersecurity Fund · $227M

[…]3 years · per year[…] · $23,581+33.1%

[…]5 years · per year[…] · $15,889+9.7%

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

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

−30.6%Worst dropSmaller wins−29.1%

29.1%VolatilityLower wins40.9%

3–1CLOD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOD · WCBR

5.5%CRWD5.8%

4.7%PANW3.9%

3.2%NET3.3%

2.9%FTNT3.1%

Held in common22.3%

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$44.3B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.1B
3	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.4%	+62.0%	+43.4%	+33.1%	+9.7%	−29.1%	$227M
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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$44.3B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.1B
3	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.4%	+62.0%	+43.4%	+33.1%	+9.7%	−29.1%	$227M
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 WCBR

CLOD

Themes Cloud Computing

[…]

WCBR

WisdomTree Cybersecurity Fund

$15,889

MeasureCLODWCBR

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield1.43%0.00%

5 years, per year[…]+9.7%

3 years, per year[…]+33.1%

Worst drop · 1Y−30.6%−29.1%

Volatility · 1Y29.1%40.9%

3–1measures won
CLOD first

22.3%

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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CLOD, WCBR, SOXX, PAVE

Today

22.3%most shared, CLOD and WCBR

CLODWCBRSOXXPAVE

CLOD—22.3%0.0%0.0%

WCBR22.3%—0.0%0.0%

SOXX0.0%0.0%—0.0%

PAVE0.0%0.0%0.0%—

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

PAVE$80 − $47 = $33

SOXX$28 − $33 = −$5

WCBR$0 − $45 = −$45

KeptFee

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