Compare · 3 funds side by side · dividends reinvested

ACES, PBW and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

ACES, PBW and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.4

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.67%−13.4%−20.0%−0.6%−17.1%−40.5%33.7%$92M2.3

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.52%−11.8%−17.8%+4.6%−18.5%−47.1%43.0%$286M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ACES 2018 · PBW 2005 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Clean Energy ETF · $92M$3,909

ACES

PBW

Invesco WilderHill Clean Energy ETF · $286M$3,599

$10,000 five years ago, dividends reinvested · they hold 32.7% in common

ACESMeasurePBW

−13.4%Year to dateJan 1 → Nov 4−11.8%

−20.0%1 yearTotal return−17.8%

−0.6%3 years · per year$10,000 became $9,811 · $11,432+4.6%

−17.1%5 years · per year$10,000 became $3,909 · $3,599−18.5%

0.55%Expense ratio$55 · $63 a year on $10k · lower is better0.63%

0.67%Trailing 12-mo yield$67 · $252 a year on $10k2.52%

−40.5%Worst dropSmaller is better−47.1%

33.7%VolatilityLower is calmer43.0%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACES vs PBW: Top 5 Holdings

Today

ACES

29.6%in top 5

PBW

in top 510.6%

ACESStockPBW

6.3%NXT2.3%

6.0%CWENnot top 5

5.8%NPI.TOnot top 5

5.8%TSLAnot top 5

5.6%ITRInot top 5

not top 5ARRY2.3%

not top 5CDLR2.0%

not top 5EVGO2.0%

not top 5JKS1.9%

Held in common32.7%

End-of-day Nov 4, 2026 · share of each fund

ACES vs PBW Returns, Every Period

ALPSACES

−17.1%

5 years, per year

PBWInvesco

−18.5%

5 years, per year

ACESPBWFaded: behind in that period

1–3PBW wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ACES vs PBW

YTD

ALPSACES

−13.4%

PBWInvesco

−11.8%

−13.4%Year to date−11.8%

−40.5%Worst drop · 1Y−47.1%

33.7%Volatility · 1Y43.0%

0.7%Yield2.5%

$91.7MAssets$286M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACES, PBW, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ACES0.55%$55

PBW0.63%$63

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACES, PBW, SMH

2.52%highest, PBW

FundTrailing yieldYield$10k

PBW2.52%$252

ACES0.67%$67

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$189most kept, PBW

PBW$252 − $63 = $189

ACES$67 − $55 = $12

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACES, PBW, SMH

Today

32.7%most shared, ACES and PBW

ACESPBWSMH

ACES—32.7%0.0%

PBW32.7%—1.4%

SMH0.0%1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

ACESWorst drop−40.5%33.7% vol

SMHWorst drop−24.6%41.2% vol

PBWWorst drop−47.1%43.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PBWSMH

−11.8%Year to date+40.0%

2.5%Yield0.2%

−17.8%Past year+38.2%

0.63%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026