CLOU vs VOO
Global X Cloud Computing ETF vs Vanguard S&P 500 ETF
Which is better, CLOU or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. CLOU led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 46.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CLOU | VOO |
|---|---|---|
| Expense Ratio | 0.68% | 0.03%Best |
| AUM | $383M | $997.4B |
| Dividend Yield | 0.00% | 1.08% |
| Holdings | 40 | 509 |
| YTD Return | +25.80%Best | +13.37% |
| 1Y Return | +23.51%Best | +20.08% |
| 3Y Return (annualized) | +10.66% | +21.29%Best |
| 5Y Return (annualized) | -1.98% | +12.89%Best |
| Volatility (annualized) | 25.8% | 16.6%Best |
| Max Drawdown | -53.7% | -34.3%Best |
| $10,000 over 5 years | $9,048 | $18,335Best |
| Top 10 Weight | 46.9% | 36.4%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Apr 12, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Apr 16, 2019 to Sep 4, 2026 (7.4 years).
CLOU vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.4 years both funds cover.
CLOU vs VOO Performance
Global X Cloud Computing ETF (CLOU) is an ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CLOU returned +23.51% while VOO returned +20.08%. Year to date, CLOU is up 25.80% versus a gain of 13.37% for VOO.
Over three years, CLOU compounded at +10.66% per year against +21.29% for VOO; over five years the annualized figures are -1.98% and +12.89% respectively. Across the full 7-year window we track, VOO has the edge at +15.35% annualized vs +8.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CLOU has been the more volatile fund, with annualized monthly volatility of 25.8% compared with 16.6% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -53.7% for CLOU and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CLOU charges 0.68% per year while VOO charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, CLOU currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
30.8% of CLOU's money is in holdings VOO also owns. 12.6% of VOO's money is in holdings CLOU also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 37 positions we hold weights for in CLOU and 505 in VOO, against full books of 40 and 509.
What only one of them owns
Our book lists 486 positions for VOO that do not appear in our book for CLOU (86.9% of the fund), and 22 for CLOU that do not appear in VOO (61.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CLOU | Weight in VOO | Difference |
|---|---|---|---|
| DDOGDatadog Inc | 6.73% | 0.13% | 6.60% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 1.87% | 4.30% | 2.43% |
| AMZNAmazon.Com Inc | 1.62% | 3.62% | 2.00% |
| GOOGLAlphabet Inc.Class A | 1.53% | 3.25% | 1.72% |
| WDAYWorkday, Inc., Class A | 4.31% | 0.04% | 4.27% |
| NOWServicenow, Inc | 4.12% | 0.16% | 3.96% |
| AKAMAkamai Technologies Inc. | 3.69% | 0.03% | 3.66% |
| CRMSalesforce Inc Crm Us Equity | 3.33% | 0.20% | 3.13% |
| DLRDigital Realty Trust Inc. | 2.99% | 0.09% | 2.90% |
| ORCLOracle Corp - Common | 0.35% | 0.39% | 0.04% |
30.8% of CLOU is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CLOU or VOO?
CLOU has an expense ratio of 0.68% while VOO charges 0.03%. VOO is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, CLOU or VOO?
Over the past year CLOU returned +23.51% vs +20.08% for VOO, so CLOU leads on 1-year performance. Over the longest common window we track (7 years), CLOU annualized +8.94% vs +15.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CLOU or VOO?
CLOU has been the more volatile fund at 25.8% annualized versus 16.6% for VOO. Worst drawdown: CLOU -53.7% vs VOO -34.3%.
Should I hold both CLOU and VOO?
CLOU and VOO have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CLOU and VOO?
30.8% of CLOU's money is in holdings VOO also owns. 12.6% of VOO's is in holdings CLOU also owns. They hold 11 positions in common, counted across the 37 positions we hold weights for in CLOU and 505 in VOO.
Which pays a higher dividend, CLOU or VOO?
CLOU yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Is VOO better than CLOU?
VOO has a lower expense ratio. CLOU led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 46.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.