CLOU vs SKYY

ACLOU

BSKYY

Measures won1–4SKYY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SKYY $14,014

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common31.8%CLOU and SKYY

CLOU

SKYY

Global X - Cloud Computing ETF · $394MFirst Trust Cloud Computing ETF · $3.2B

+13.6%3 years · per year$14,675 · $21,787+29.6%

−3.4%5 years · per year$8,414 · $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%

33.6%VolatilityLower wins31.5%

1–4SKYY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOU · SKYY

2.6%DOCN2.8%

3.9%NET2.1%

2.0%MSFT4.0%

2.8%WK1.9%

Held in common31.8%

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	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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	−5.4%	+15.6%	+12.0%	+13.6%	−3.4%	−27.2%	$394M

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	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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	−5.4%	+15.6%	+12.0%	+13.6%	−3.4%	−27.2%	$394M

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 SKYY

CLOU

Global X - Cloud Computing

$8,414

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−3.4%+7.0%

3 years, per year+13.6%+29.6%

Worst drop · 1Y−27.2%−27.4%

Volatility · 1Y33.6%31.5%

4–1measures won
SKYY first

31.8%

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, SKYY, SMH, IGV

Today

31.8%most shared, CLOU and SKYY

CLOUSKYYSMHIGV

CLOU—31.8%0.0%17.0%

SKYY31.8%—0.0%23.6%

SMH0.0%0.0%—4.6%

IGV17.0%23.6%4.6%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

SKYY$0 − $60 = −$60

CLOU$0 − $68 = −$68

KeptFee

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