Compare · 2 funds side by side · dividends reinvested

PBW and TAN

PBWInvesco×TANInvesco×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,244PBW · best of the two

02 / 04

PBW and TAN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−11.8%−11.8%+2.1%−13.4%−45.6%38.3%$908M1.4

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.54%−12.5%−19.9%+4.0%−18.6%−47.1%43.0%$286M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PBW 2005 · TAN 2008

Head to Head

Swap sides Versus in desk

Head to Head

Invesco WilderHill Clean Energy ETF · $286M$3,572

PBW

TAN

Invesco Solar ETF · $908M$4,860

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

PBWMeasureTAN

−12.5%Year to dateJan 1 → Nov 3−11.8%

−19.9%1 yearTotal return−11.8%

+4.0%3 years · per year$10,000 became $11,244 · $10,646+2.1%

−18.6%5 years · per year$10,000 became $3,572 · $4,860−13.4%

0.63%Expense ratio$63 · $70 a year on $10k · lower is better0.70%

2.54%Trailing 12-mo yield$254 · $0 a year on $10k0.00%

−47.1%Worst dropSmaller is better−45.6%

43.0%VolatilityLower is calmer38.3%

PBWTAN Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5TAN wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBW vs TAN: Top 5 Holdings

Today

PBW

10.6%in top 5

TAN

in top 541.8%

PBWStockTAN

2.3%NXT12.3%

not top 5FSLR9.8%

not top 5ENLT.TA8.0%

not top 5ENPH6.3%

not top 5HASI5.4%

2.2%CDLRnot top 5

2.1%EVGOnot top 5

2.0%ARRYnot top 5

2.0%ORAnot top 5

Held in common15.2%

End-of-day Nov 3, 2026 · share of each fund

PBW vs TAN Returns, Every Period

InvescoPBW

−18.6%

5 years, per year

TANInvesco

−13.4%

5 years, per year

PBWTANFaded: behind in that period

1–3TAN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PBW vs TAN

YTD

InvescoPBW

−12.5%

TANInvesco

−11.8%

−12.5%Year to date−11.8%

−47.1%Worst drop · 1Y−45.6%

43.0%Volatility · 1Y38.3%

2.5%Yield0.0%

$286MAssets$908M

3–1TAN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBW, TAN

Today

0.63%lowest, PBW

FundExpense ratioFee$10k

PBW0.63%$63

TAN0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PBW, TAN

2.54%highest, PBW

FundTrailing yieldYield$10k

PBW2.54%$254

TAN0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$191most kept, PBW

PBW$254 − $63 = $191

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PBW, TAN

Today

15.2%most shared, PBW and TAN

PBWTAN

PBW—15.2%

TAN15.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−11.8%TAN, at 38.3% volatility

TANWorst drop−45.6%38.3% vol

PBWWorst drop−47.1%43.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PBWTAN

−12.5%Year to date−11.8%

2.5%Yield0.0%

−19.9%Past year−11.8%

0.63%Fee0.70%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026