Compare · 3 funds side by side · dividends reinvested

ACES, LIT and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$31,133SOXX · best of the three

02 / 04

ACES, LIT and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.5

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.84%−7.0%−2.9%+8.5%−7.1%−34.4%30.4%$1.1B1.9

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.68%−15.2%−21.6%−1.6%−17.2%−40.5%33.6%$92M2.6

Rank among the three1st → 3rdFee, 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: ACES 2018 · LIT 2010 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Clean Energy ETF · $92M$3,903

ACES

LIT

Global X - Lithium & Battery Tech ETF · $1.1B$6,921

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

ACESMeasureLIT

−15.2%Year to dateJan 1 → Nov 3−7.0%

−21.6%1 yearTotal return−2.9%

−1.6%3 years · per year$10,000 became $9,534 · $12,787+8.5%

−17.2%5 years · per year$10,000 became $3,903 · $6,921−7.1%

0.55%Expense ratio$55 · $75 a year on $10k · lower is better0.75%

0.68%Trailing 12-mo yield$68 · $84 a year on $10k0.84%

−40.5%Worst dropSmaller is better−34.4%

33.6%VolatilityLower is calmer30.4%

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

1–7LIT wins

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

More Ways to See the Pairs

ACES vs LIT: Top 5 Holdings

Today

ACES

30.0%in top 5

LIT

in top 538.5%

ACESStockLIT

not top 5RIO19.6%

6.1%NXTnot top 5

6.1%CWENnot top 5

6.0%TSLA4.9%

5.9%NPI.TOnot top 5

5.9%ITRInot top 5

not top 5ALB5.3%

not top 5006400.K4.4%

not top 5300014.S4.3%

Held in common8.7%

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

ACES vs LIT Returns, Every Period

ALPSACES

−17.2%

5 years, per year

LITGlobal X

−7.1%

5 years, per year

ACESLITFaded: behind in that period

0–4LIT wins

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

ACES vs LIT

YTD

ALPSACES

−15.2%

LITGlobal X

−7.0%

−15.2%Year to date−7.0%

−40.5%Worst drop · 1Y−34.4%

33.6%Volatility · 1Y30.4%

0.7%Yield0.8%

$91.7MAssets$1.1B

4–0LIT wins

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

Cost, Income and Risk

Fees: ACES, LIT, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ACES0.55%$55

LIT0.75%$75

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

Yields: ACES, LIT, SOXX

0.84%highest, LIT

FundTrailing yieldYield$10k

LIT0.84%$84

ACES0.68%$68

SOXX0.27%$27

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

Income After Fees on $10,000

$13most kept, ACES

ACES$68 − $55 = $13

LIT$84 − $75 = $9

SOXX$27 − $33 = −$6

KeptFee

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

Overlap: ACES, LIT, SOXX

Today

8.7%most shared, ACES and LIT

ACESLITSOXX

ACES—8.7%0.0%

LIT8.7%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+52.2%SOXX, at 47.7% volatility

LITWorst drop−34.4%30.4% vol

ACESWorst drop−40.5%33.6% vol

SOXXWorst drop−30.7%47.7% vol

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

Paid More vs Made More

YTD

LITSOXX

−7.0%Year to date+54.7%

0.8%Yield0.3%

−2.9%Past year+52.2%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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