CLOD vs CLOU: which is really different?
CLOD and CLOU hold 27% of their weight in the same names, and CLOU returned +22.4% over the year. Themes Cloud Computing ETF and Global X Cloud Computing ETF.
70% of CLOD's weight is in S&P 500 companies and 30% is outside the index
29% of CLOU's weight is in S&P 500 companies and 71% is outside the index
A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →
What they hold in common
By the books each fund has filed, CLOD and CLOU hold 27% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 30, 2026.
half
27% in common
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.
27% of the two portfolios are the same securities at the same weight.
Performance, window by window
| Total return | vs the S&P 500 | vs the Nasdaq-100 | ||||
|---|---|---|---|---|---|---|
| Window | CLOD | CLOU | CLOD | CLOU | CLOD | CLOU |
| 3 months | +11.1% | +22.0% | +8.6 pts | +19.5 pts | +9.0 pts | +19.9 pts |
| 6 months | +36.6% | +44.2% | +19.7 pts | +27.2 pts | +9.8 pts | +17.3 pts |
| 1 year | +0.1% | +22.4% | −15.7 pts | +6.7 pts | −23.7 pts | −1.4 pts |
| 3 years | not published | +51.1% | not published | −33.8 pts | not published | −58.8 pts |
| Since launch CLOD Dec 2023 · CLOU Apr 2019 | +41.6% | +92.7% | −26.2 pts | −100.7 pts | −44.0 pts | −223.0 pts |
CLOD and CLOU over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →
On the same fields
CLOD and CLOU on the same fields, as of Sep 30, 2026. Source: ETFIQ.
CLOD in plain words
By weight, 70% of CLOD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 87%. The top ten holdings are 47% of the fund across 51 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +0.1% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 15.7 pts.
CLOU in plain words
By weight, 29% of CLOU's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 95%. The top ten holdings are 50% of the fund across 40 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned +22.4% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 6.7 pts. It sits 9.9% below its all-time high of Nov 4, 2021.
Questions people ask
- Do CLOD and CLOU hold the same stocks?
- By their latest filings, 27% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.
ETFIQ, CLOD against CLOU, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clod-vs-clou
Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.
Cite this page. ETFIQ, CLOD against CLOU, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clod-vs-clou Free to use with attribution; the underlying files are at Open data.
Other forms
- Plain
- ETFIQ, CLOD against CLOU, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clod-vs-clou
- APA
- ETFIQ. (Sep 30, 2026). CLOD against CLOU. Retrieved from https://etfiq.com/compare/themes/clod-vs-clou
- Markdown
- [CLOD against CLOU (ETFIQ, Sep 30, 2026)](https://etfiq.com/compare/themes/clod-vs-clou)