CLOU vs BUG

ACLOU

BBUG

Measures won2–4BUG wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · CIBR $18,857

Lowest cost0.35%SMH · $35 on $10k

Most income0.40%CIBR · $40 on $10k

Smallest drop−21.1%CIBR · worst fall in 1Y

Held in common12.4%CLOU and BUG

CLOU

BUG

Global X - Cloud Computing ETF · $390MGlobal X - Cybersecurity ETF · $2.1B

+16.1%3 years · per year$15,666 · $20,705+27.5%

−2.1%5 years · per year$8,998 · $14,764+8.1%

0.68%Expense ratio$68 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $3 on $10k0.03%

−27.2%Worst dropSmaller wins−32.5%

33.3%VolatilityLower wins38.7%

2–4BUG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOU · BUG

5.2%ZS6.0%

4.7%QLYS6.3%

2.5%AKAM2.9%

Held in common12.4%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	BBUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+0.3%	+54.2%	+36.2%	+27.5%	+8.1%	−32.5%	$2.1B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	+0.8%	+22.2%	+14.4%	+16.1%	−2.1%	−27.2%	$390M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	BBUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+0.3%	+54.2%	+36.2%	+27.5%	+8.1%	−32.5%	$2.1B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	+0.8%	+22.2%	+14.4%	+16.1%	−2.1%	−27.2%	$390M

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

CLOU vs BUG

CLOU

Global X - Cloud Computing

$8,998

BUG

Global X - Cybersecurity

$14,764

MeasureCLOUBUG

Fee0.68%0.50%

Cost on $10k a year$68$50

Yield0.00%0.03%

5 years, per year−2.1%+8.1%

3 years, per year+16.1%+27.5%

Worst drop · 1Y−27.2%−32.5%

Volatility · 1Y33.3%38.7%

3–2measures won
BUG first

12.4%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CLOU, BUG, CIBR, SMH

Today

44.5%most shared, BUG and CIBR

CLOUBUGCIBRSMH

CLOU—12.4%16.4%0.0%

BUG12.4%—44.5%0.0%

CIBR16.4%44.5%—5.8%

SMH0.0%0.0%5.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

BUG$3 − $50 = −$47

CLOU$0 − $68 = −$68

KeptFee

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