CLOU vs WCLD: which is really different?
CLOU and WCLD hold 33% of their weight in the same names, and CLOU returned +22.4% over the year. Global X Cloud Computing ETF and WisdomTree Cloud Computing Fund.
29% of CLOU's weight is in S&P 500 companies and 71% is outside the index
16% of WCLD's weight is in S&P 500 companies and 84% 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, CLOU and WCLD hold 33% 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
33% in common
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.
33% 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 | CLOU | WCLD | CLOU | WCLD | CLOU | WCLD |
| 3 months | +22.0% | +22.4% | +19.5 pts | +19.8 pts | +19.9 pts | +20.2 pts |
| 6 months | +44.2% | +47.9% | +27.2 pts | +30.9 pts | +17.3 pts | +21.0 pts |
| 1 year | +22.4% | +15.5% | +6.7 pts | −0.2 pts | −1.4 pts | −8.3 pts |
| 3 years | +51.1% | +37.1% | −33.8 pts | −47.9 pts | −58.8 pts | −72.9 pts |
| Since launch CLOU Apr 2019 · WCLD Sep 2019 | +92.7% | +60.4% | −100.7 pts | −123.9 pts | −223.0 pts | −243.3 pts |
CLOU and WCLD over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →
On the same fields
CLOU and WCLD on the same fields, as of Sep 30, 2026. Source: ETFIQ.
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.
WCLD in plain words
By weight, 16% of WCLD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 26% of the fund across 64 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +15.5% with distributions reinvested against +15.7% for the S&P 500, so a holder was about even. It sits 37.8% below its all-time high of Nov 9, 2021.
Questions people ask
- Do CLOU and WCLD hold the same stocks?
- By their latest filings, 33% 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, CLOU against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clou-vs-wcld
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, CLOU against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clou-vs-wcld Free to use with attribution; the underlying files are at Open data.
Other forms
- Plain
- ETFIQ, CLOU against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clou-vs-wcld
- APA
- ETFIQ. (Sep 30, 2026). CLOU against WCLD. Retrieved from https://etfiq.com/compare/themes/clou-vs-wcld
- Markdown
- [CLOU against WCLD (ETFIQ, Sep 30, 2026)](https://etfiq.com/compare/themes/clou-vs-wcld)