CLOU vs SMH

ACLOU

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%CLOU and SMH

CLOU

SMH

Global X - Cloud Computing ETF · $368MVanEck Semiconductor ETF · $60.7B

+13.3%3 years · per year$14,536 · $33,815+50.1%

−3.6%5 years · per year$8,341 · $36,298+29.4%

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $23 on $10k0.23%

−27.2%Worst dropSmaller wins−33.1%

33.6%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLOU · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	+1.2%	+15.6%	+11.9%	+13.3%	−3.6%	−27.2%	$368M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	ACLOU	Global X - Cloud Computing ETFRead Desk	0.68%	0.00%	+1.2%	+15.6%	+11.9%	+13.3%	−3.6%	−27.2%	$368M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLOU vs SMH

CLOU

Global X - Cloud Computing

$8,341

SMH

VanEck Semiconductor

$36,298

MeasureCLOUSMH

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield0.00%0.23%

5 years, per year−3.6%+29.4%

3 years, per year+13.3%+50.1%

Worst drop · 1Y−27.2%−33.1%

Volatility · 1Y33.6%43.1%

4–2measures won
SMH first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CLOU, SMH, SCHD, PAVE

Today

8.2%most shared, SMH and SCHD

CLOUSMHSCHDPAVE

CLOU—0.0%0.0%0.0%

SMH0.0%—8.2%0.0%

SCHD0.0%8.2%—1.5%

PAVE0.0%0.0%1.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee