SMH vs CLOD

ASMH

BCLOD

Measures won0–3CLOD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.48%CLOD · $148 on $10k

Smallest drop−28.8%CLOD · worst fall in 1Y

Held in common4.6%SMH and CLOD

SMH

CLOD

VanEck Semiconductor ETF · $57.7BThemes Cloud Computing ETF · $2M

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

0.25%12-mo yield$25 · $148 on $10k1.48%

−33.1%Worst dropSmaller wins−28.8%

42.8%VolatilityLower wins29.2%

0–3CLOD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · CLOD

2.3%CDNS3.5%

2.3%SNPS3.4%

Held in common4.6%

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BCLOD	Themes Cloud Computing ETFRead Desk		0.35%	1.48%	−3.7%	−1.1%	−7.4%	new	new	−28.8%	$2M

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BCLOD	Themes Cloud Computing ETFRead Desk		0.35%	1.48%	−3.7%	−1.1%	−7.4%	new	new	−28.8%	$2M

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

SMH vs CLOD

SMH

VanEck Semiconductor

$33,824

CLOD

Themes Cloud Computing

[…]

MeasureSMHCLOD

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.25%1.48%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−28.8%

Volatility · 1Y42.8%29.2%

3–0measures won
CLOD first

4.6%

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: SMH, CLOD

Today

4.6%most shared, SMH and CLOD

SMHCLOD

SMH—4.6%

CLOD4.6%—

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

Income After Fees on $10,000

$113most kept, CLOD

CLOD$148 − $35 = $113

SMH$25 − $35 = −$10

KeptFee

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