CLOU vs SKYY

ACLOU

BSKYY

Measures won1–4SKYY wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SKYY $14,014

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common31.8%CLOU and SKYY

CLOU

SKYY

Global X - Cloud Computing ETF · $390MFirst Trust Cloud Computing ETF · $3.2B

+16.1%3 years · per year$15,666 · $21,787+29.6%

−2.1%5 years · per year$8,998 · $14,014+7.0%

0.68%Expense ratio$68 · $60 on $10k · lower wins0.60%

0.00%12-mo yield$0 · $0 on $10k0.00%

−27.2%Worst dropSmaller wins−27.4%

33.3%VolatilityLower wins31.5%

1–4SKYY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOU · SKYY

2.8%DOCN3.0%

4.0%NET2.2%

2.5%AKAM1.9%

1.9%MSFT3.7%

Held in common31.8%

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	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
3	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	+0.8%	+22.2%	+14.4%	+16.1%	−2.1%	−27.2%	$390M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
3	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	+0.8%	+22.2%	+14.4%	+16.1%	−2.1%	−27.2%	$390M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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 SKYY

CLOU

Global X - Cloud Computing

$8,998

SKYY

First Trust Cloud Computing

$14,014

MeasureCLOUSKYY

Fee0.68%0.60%

Cost on $10k a year$68$60

Yield0.00%0.00%

5 years, per year−2.1%+7.0%

3 years, per year+16.1%+29.6%

Worst drop · 1Y−27.2%−27.4%

Volatility · 1Y33.3%31.5%

4–1measures won
SKYY first

31.8%

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, SKYY, SMH, DRAM

Today

31.8%most shared, CLOU and SKYY

CLOUSKYYSMHDRAM

CLOU—31.8%0.0%0.0%

SKYY31.8%—0.0%0.0%

SMH0.0%0.0%—3.3%

DRAM0.0%0.0%3.3%—

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

SKYY$0 − $60 = −$60

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

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