Thematic

Cloud & SaaS ETFs

The difference here is hyperscaler weight: some funds are effectively Microsoft and Amazon, others hold pure-play SaaS names that trade on revenue multiples and fall hard when rates rise.

Theme performance

Equal-weighted across every fund in this objective

1Y: +16.6%
5Y ann.: +5.4%
10Y ann.: —
All-time ann.: —

Sort4 funds

IGV

iShares Expanded Tech-Software ETF

iShares

Software and interactive media only. No hardware, no semis.

Fee: 0.41%
AUM: $11.4B
Yield: 0.0%

1Y: +17.1%
5Y ann.: +12.8%
10Y ann.: —
Max ann.: —

SKYY

First Trust Cloud Computing ETF

First Trust

The oldest cloud fund: mixes hyperscalers with pure-play SaaS in roughly equal tiers.

Fee: 0.60%
AUM: $3.1B
Yield: 0.0%

1Y: +19.4%
5Y ann.: +11.6%
10Y ann.: —
Max ann.: —

WCLD

WisdomTree Cloud Computing Fund

WisdomTree

Pure-play SaaS only, equal weighted, with no mega-cap ballast. Much higher beta than SKYY.

Fee: 0.45%
AUM: $400M
Yield: 0.0%

1Y: +14.1%
5Y ann.: -3.1%
10Y ann.: —
Max ann.: —

CLOU

Global X Cloud Computing ETF

Global X

Cloud infrastructure and software with a tilt toward data centres and managed services.

Fee: 0.68%
AUM: $300M
Yield: 0.0%

1Y: +15.6%
5Y ann.: +0.4%
10Y ann.: —
Max ann.: —