CLOU vs VAW

Global X Cloud Computing ETF vs Vanguard Materials ETF

Quick take
  • • VAW has the lower expense ratio at 0.09% vs 0.68% for CLOU.
  • • VAW pays a higher dividend yield (1.39%).

Side-by-side metrics

MetricCLOUVAW
Expense ratio
Annual fee. Lower is better.
0.68%0.09%
Dividend yield
Trailing 12-month yield.
0.00%1.39%
AUM
Assets under management — bigger funds are typically more liquid.
$399M$4.38B
YTD return
15.61%13.71%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.040.88
P/E ratio
29.4823.49
Last price
$26.61$232.78
Inception
——
Issuer
Global XVanguard

CLOU top holdings

Top holdings · CLOU
SNOWSnowflake Inc Ordinary Shares6.57%
PAYCPaycom Software Inc6.11%
ZSZscaler Inc5.33%
DDOGDatadog Inc Class A5.21%
QLYSQualys Inc4.94%
WDAYWorkday Inc Class A4.73%
TWLOTwilio Inc Class A4.06%
NETCloudflare Inc4.01%
SHOPShopify Inc Registered Shs -A- Subord Vtg3.81%
CRMSalesforce Inc3.81%
Sector breakdown · CLOU
Real Estate2.6%
Consumer Cyclical1.5%
Technology92.7%
Communication Services3.2%

VAW top holdings

Top holdings · VAW
LINLinde PLC15.25%
NEMNewmont Corp8.47%
FCXFreeport-McMoRan Inc6.99%
SHWSherwin-Williams Co5.12%
ECLEcolab Inc4.83%
APDAir Products and Chemicals Inc4.03%
CRHCRH PLC3.84%
CTVACorteva Inc3.61%
NUENucor Corp3.60%
VMCVulcan Materials Co2.20%
Sector breakdown · VAW
Consumer Cyclical9.4%
Basic Materials89.4%
Consumer Defensive0.0%
Industrials0.6%
Energy0.0%
Healthcare0.5%

About CLOU

CLOU (Global X Cloud Computing ETF) is Cloud computing infrastructure and platform companies. Managed by Global X, the fund carries $399M in assets under management, an expense ratio of 0.68%. Its largest holding is Snowflake Inc Ordinary Shares (SNOW), which represents 6.6% of the portfolio. Real Estate is the fund's largest sector exposure at 2.6%.

About VAW

VAW (Vanguard Materials ETF) is US materials sector stocks. Managed by Vanguard, the fund carries $4.4B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.39%. Its largest holding is Linde PLC (LIN), which represents 15.2% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.4%.