CLOU vs BAI

ACLOU

BBAI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CLOU $8,414

Lowest cost0.35%SMH · $35 on $10k

Most income1.82%BAI · $182 on $10k

Smallest drop−27.2%CLOU · worst fall in 1Y

Held in common8.4%CLOU and BAI

CLOU

BAI

Global X - Cloud Computing ETF · $394MiShares A.I. Innovation and Tech Active ETF · $10.1B

+13.6%3 years · per year$14,675 · […][…]

−3.4%5 years · per year$8,414 · […][…]

0.68%Expense ratio$68 · $65 on $10k · lower wins0.65%

0.00%12-mo yield$0 · $182 on $10k1.82%

−27.2%Worst dropSmaller wins−40.0%

33.6%VolatilityLower wins47.7%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOU · BAI

6.3%SNOW3.1%

2.0%MSFT3.1%

1.5%AMZN2.8%

2.5%AKAM0.9%

Held in common8.4%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	−5.4%	+15.6%	+12.0%	+13.6%	−3.4%	−27.2%	$394M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.82%	−12.7%	−2.3%	−8.2%	new	new	−40.0%	$10.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	−5.4%	+15.6%	+12.0%	+13.6%	−3.4%	−27.2%	$394M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.82%	−12.7%	−2.3%	−8.2%	new	new	−40.0%	$10.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

CLOU vs BAI

CLOU

Global X - Cloud Computing

$8,414

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureCLOUBAI

Fee0.68%0.65%

Cost on $10k a year$68$65

Yield0.00%1.82%

5 years, per year−3.4%[…]

3 years, per year+13.6%[…]

Worst drop · 1Y−27.2%−40.0%

Volatility · 1Y33.6%47.7%

2–2measures won
level

8.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CLOU, BAI, DRAM, SMH

Today

32.0%most shared, BAI and SMH

CLOUBAIDRAMSMH

CLOU—8.4%0.0%0.0%

BAI8.4%—7.8%32.0%

DRAM0.0%7.8%—3.2%

SMH0.0%32.0%3.2%—

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

Income After Fees on $10,000

$117most kept, BAI

BAI$182 − $65 = $117

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

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