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AKREvsCLODETF Comparison

ETF 1

AKRE

Akre Focus ETF

This fund is part of

Uncategorized Equities

-0.72%

Full AKRE fund page

VS

ETF 2

CLOD

Themes Cloud Computing ETF

This fund is part of

Cloud Computing

-0.05%

Full CLOD fund page

Akre Focus ETF (AKRE) belongs to the Uncategorized Equities segment. Themes Cloud Computing ETF (CLOD) is part of the Cloud Computing segment. AKRE's top 3 sector exposures are Technology, Finance and Business Services. In contrast, CLOD's top sector exposures are Technology, Consumer Non-Cyclicals and Business Services. AKRE is more expensive with a Total Expense Ratio (TER) of 0.98%, versus 0.35% for CLOD. AKRE is down -14.22% year-to-date (YTD) with -$3.14B in YTD flows. CLOD performs better with -3.73% YTD performance, and +$491K in YTD flows. Run a side-by-side ETF comparison of AKRE and CLOD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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AKRE vs CLOD performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 07/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	AKRE CLOD	+4.34%+3.04%	+0.76%+12.42%	-14.22%-3.73%	n/a-7.84%	n/an/a	n/an/a
Flows	AKRE CLOD	-$439M-$633K	-$1.51B-$40K	-$3.14B+$491K	-+$498K	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	AKRE CLOD	+20.11%+30.75%	n/a+25.80%	n/an/a	n/an/a
Max drawdown	AKRE CLOD	-6.88%-18.49%	n/a-31.48%	n/an/a	n/an/a
Max drawdown duration	AKRE CLOD	44d46d	n/a298d	n/an/a	n/an/a

Trading data

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	AKRE	CLOD
Last sale 7/17/2026 at 1:30 PM	$56.18	$31.39
Previous close 07/16/2026	$56.89	$31.69
Consolidated volume 07/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of June 30, 2026

1-year trailing difference

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AKRE

is actively managed and doesn’t replicate an index

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	AKRE	CLOD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 7/17/2026 at 1:30 PM

Live

Closed

	AKRE	CLOD
Last price	$56.18	$31.39
1D performance	-1.25%	-0.96%
AuM	$5.28 B	$1.88 M
E/R	0.98%	0.35%

Characteristics

	AKRE	CLOD
Management strategy	Active	Passive
Provider	Akre Capital Management	Themes Management Company
Benchmark	-	Solactive Cloud Computing Index
N° of holdings	16	50
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 24, 2025	December 15, 2023
ESG	No	No

More AKRE data on Trackinsight

More CLOD data on Trackinsight

Exposure

Countries

AKRE

USA

62.05%

Canada

20.18%

Other

17.77%

CLOD

USA

85.92%

Other

14.08%

Sectors

AKRE

Technology

34.19%

Finance

27.49%

Business Services

12.83%

Consumer Cyclical.

7.38%

Other

18.11%

CLOD

Technology

89.32%

Consumer Non-Cycl.

9.4%

Other

1.28%

Diversification

AKRE

Total weight of top 15 holdings out of 15

83.23%

CLOD

Total weight of top 15 holdings out of 15

64.46%

Top 15 holdings

Data as of May 31, 2026

AKRE

Constellation Software, Inc.

13.31%

Mastercard, Inc.

12.21%

Topicus.com, Inc.

6.87%

KKR & Co., Inc.

6.75%

Moody's Corp.

6.54%

Visa, Inc.

6.43%

Fair Isaac Corp.

6.29%

Roper Technologies, Inc.

5.90%

CoStar Group, Inc.

4.15%

Copart, Inc.

3.98%

Airbnb, Inc.

2.54%

LVMH Moët Hennessy Louis Vuitton SE

2.20%

Salesforce, Inc.

2.14%

CCC Intelligent Solutions Holdings, Inc.

2.10%

ServiceNow, Inc.

1.82%

CLOD

CrowdStrike Holdings, Inc.

6.18%

Palo Alto Networks, Inc.

5.58%

Oracle Corp.

5.09%

Applovin Corp.

4.94%

Alphabet, Inc.

4.44%

Amazon.com, Inc.

4.14%

Cadence Design Systems, Inc.

4.13%

Microsoft Corp.

4.09%

ServiceNow, Inc.

4.06%

Synopsys, Inc.

3.96%

SAP SE

3.93%

Salesforce, Inc.

3.81%

Adobe, Inc.

3.76%

Fortinet, Inc.

3.27%

Intuit, Inc.

3.08%

Frequently asked questions about AKRE and CLOD

How have the AKRE and CLOD ETFs performed in 2026?

As of July 17, 2026, AKRE is down -14.22% year-to-date (YTD), while CLOD has lost -3.73%. That puts CLOD better performer ahead so far this year.

Which ETF is attracting more investor money: AKRE or CLOD?

Year-to-date, the AKRE ETF saw -$3.14B in flows, compared to +$491K for CLOD.

Which ETF is bigger: AKRE or CLOD?

As of July 17, 2026, AKRE holds $5.28 B in assets under management (AUM), while CLOD manages $1.88 M.

What sectors do the AKRE and CLOD ETFs invest in?

AKRE leans toward sectors like Technology, Finance and Business Services. Meanwhile, CLOD focuses on Technology and Consumer Non-Cyclicals.

What are the top holdings of the AKRE ETF and CLOD ETF?

AKRE top holdings include Constellation Software, Inc., Mastercard, Inc. and Topicus.com, Inc.. CLOD holds in its top three: CrowdStrike Holdings, Inc., Palo Alto Networks, Inc. and Oracle Corp..

AKREvsCLODETF Comparison

Akre Focus ETF

Themes Cloud Computing ETF

AKRE vs CLOD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the AKRE and CLOD ETFs performed in 2026?

As of July 17, 2026, AKRE is down -14.22% year-to-date (YTD), while CLOD has lost -3.73%. That puts CLOD better performer ahead so far this year.

Which ETF is attracting more investor money: AKRE or CLOD?

Year-to-date, the AKRE ETF saw -$3.14B in flows, compared to +$491K for CLOD.

Which ETF is bigger: AKRE or CLOD?

As of July 17, 2026, AKRE holds $5.28 B in assets under management (AUM), while CLOD manages $1.88 M.

What sectors do the AKRE and CLOD ETFs invest in?

AKRE leans toward sectors like Technology, Finance and Business Services. Meanwhile, CLOD focuses on Technology and Consumer Non-Cyclicals.

What are the top holdings of the AKRE ETF and CLOD ETF?

AKRE top holdings include Constellation Software, Inc., Mastercard, Inc. and Topicus.com, Inc.. CLOD holds in its top three: CrowdStrike Holdings, Inc., Palo Alto Networks, Inc. and Oracle Corp..

Which ETF is more diversified: AKRE or CLOD?

AKRE holds 16 securities with 83.23% of its assets in the top 15. CLOD has 50 securities and a top 15 weight of 64.46%.

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