CLOU vs SKYY

ACLOU

BSKYY

Measures won0–5SKYY wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.35%SMH · $35 on $10k

Most income0.84%PAVE · $84 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common31.5%CLOU and SKYY

CLOU

SKYY

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

+13.9%3 years · per year$14,771 · $20,095+26.2%

−3.6%5 years · per year$8,315 · $12,980+5.4%

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−25.4%

33.6%VolatilityLower wins31.9%

0–5SKYY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOU · SKYY

2.3%DOCN2.5%

3.0%WK2.1%

3.8%NET2.1%

2.1%MSFT4.1%

Held in common31.5%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	−0.5%	+12.6%	+5.7%	+26.2%	+5.4%	−25.4%	$3.2B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	−1.1%	+14.3%	+9.6%	+13.9%	−3.6%	−27.2%	$394M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	−0.5%	+12.6%	+5.7%	+26.2%	+5.4%	−25.4%	$3.2B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	−1.1%	+14.3%	+9.6%	+13.9%	−3.6%	−27.2%	$394M

End-of-day Nov 6, 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

$8,315

SKYY

First Trust Cloud Computing

$12,980

MeasureCLOUSKYY

Fee0.68%0.60%

Cost on $10k a year$68$60

Yield0.00%0.00%

5 years, per year−3.6%+5.4%

3 years, per year+13.9%+26.2%

Worst drop · 1Y−27.2%−25.4%

Volatility · 1Y33.6%31.9%

5–0measures won
SKYY first

31.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CLOU, SKYY, SMH, PAVE

Today

31.5%most shared, CLOU and SKYY

CLOUSKYYSMHPAVE

CLOU—31.5%0.0%0.0%

SKYY31.5%—0.0%0.0%

SMH0.0%0.0%—0.0%

PAVE0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

SKYY$0 − $60 = −$60

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee