Compare · 3 funds side by side · dividends reinvested

ACES, TAN and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

ACES, TAN and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.4

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.68%−14.9%−21.9%−1.3%−18.3%−40.5%33.3%$92M2.3

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−7.2%−11.1%+3.4%−14.3%−45.6%38.3%$1.1B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: ACES 2018 · TAN 2008 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Clean Energy ETF · $92M$3,630

ACES

TAN

Invesco Solar ETF · $1.1B$4,626

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

ACESMeasureTAN

−14.9%Year to dateJan 1 → Nov 6−7.2%

−21.9%1 yearTotal return−11.1%

−1.3%3 years · per year$10,000 became $9,618 · $11,042+3.4%

−18.3%5 years · per year$10,000 became $3,630 · $4,626−14.3%

0.55%Expense ratio$55 · $70 a year on $10k · lower is better0.70%

0.68%Trailing 12-mo yield$68 · $0 a year on $10k0.00%

−40.5%Worst dropSmaller is better−45.6%

33.3%VolatilityLower is calmer38.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACES vs TAN: Top 5 Holdings

Today

ACES

30.1%in top 5

TAN

in top 541.3%

ACESStockTAN

6.7%NXT12.7%

not top 5FSLR9.9%

not top 5ENLT.TA7.3%

not top 5ENPH6.2%

6.1%CWENnot top 5

6.0%NPI.TOnot top 5

5.8%ITRInot top 5

5.6%HASI5.2%

Held in common33.9%

End-of-day Nov 6, 2026 · share of each fund

ACES vs TAN Returns, Every Period

ALPSACES

−18.3%

5 years, per year

TANInvesco

−14.3%

5 years, per year

ACESTANFaded: behind in that period

0–4TAN wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ACES vs SMH

YTD

ALPSACES

−14.9%

SMHVanEck

+28.8%

−14.9%Year to date+28.8%

−40.5%Worst drop · 1Y−33.1%

33.3%Volatility · 1Y42.9%

0.7%Yield0.2%

$92.1MAssets$60.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACES, TAN, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ACES0.55%$55

TAN0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACES, TAN, SMH

0.68%highest, ACES

FundTrailing yieldYield$10k

ACES0.68%$68

SMH0.24%$24

TAN0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$13most kept, ACES

ACES$68 − $55 = $13

SMH$24 − $35 = −$11

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ACES, TAN, SMH

Today

33.9%most shared, ACES and TAN

ACESTANSMH

ACES—33.9%0.0%

TAN33.9%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

ACESWorst drop−40.5%33.3% vol

TANWorst drop−45.6%38.3% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ACESSMH

−14.9%Year to date+28.8%

0.7%Yield0.2%

−21.9%Past year+29.5%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026