Compare · 3 funds side by side · dividends reinvested

ICLN, FAN and SMH

ICLNiShares×FANFirst Trust×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

ICLN, FAN and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

First Trust Global Wind Energy ETFSectors · Energy0.61%0.89%+15.0%+16.0%+20.3%+2.5%−20.2%20.8%$195M1.9

iShares Global Clean Energy ETFThematic · Clean energy & EV0.38%1.11%+1.4%−5.5%+9.2%−7.2%−35.4%30.7%$2.1B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: ICLN 2008 · FAN 2008 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Clean Energy ETF · $2.1B$6,878

ICLN

FAN

First Trust Global Wind Energy ETF · $195M$11,310

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

ICLNMeasureFAN

+1.4%Year to dateJan 1 → Nov 9+15.0%

−5.5%1 yearTotal return+16.0%

+9.2%3 years · per year$10,000 became $13,038 · $17,424+20.3%

−7.2%5 years · per year$10,000 became $6,878 · $11,310+2.5%

0.38%Expense ratio$38 · $61 a year on $10k · lower is better0.61%

1.11%Trailing 12-mo yield$111 · $89 a year on $10k0.89%

−35.4%Worst dropSmaller is better−20.2%

30.7%VolatilityLower is calmer20.8%

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

2–6FAN wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ICLN vs FAN: Top 5 Holdings

Today

ICLN

36.2%in top 5

FAN

in top 540.7%

ICLNStockFAN

9.9%NXTnot top 5

9.2%FSLRnot top 5

not top 5NDX1.DE9.2%

not top 5ORSTED.C8.8%

not top 5EDPR.LS8.6%

not top 5VWS.CO7.9%

6.7%IBE.MCnot top 5

not top 50916.HK6.1%

5.5%600900.Snot top 5

4.9%BEnot top 5

Held in common16.5%

End-of-day Nov 9, 2026 · share of each fund

ICLN vs FAN Returns, Every Period

iSharesICLN

−7.2%

5 years, per year

FANFirst Trust

+2.5%

5 years, per year

ICLNFANFaded: behind in that period

0–4FAN wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: ICLN vs FAN

YTD

iSharesICLN

+1.4%

FANFirst Trust

+15.0%

+1.4%Year to date+15.0%

−35.4%Worst drop · 1Y−20.2%

30.7%Volatility · 1Y20.8%

1.1%Yield0.9%

$2.1BAssets$195M

3–1FAN wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICLN, FAN, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ICLN0.38%$38

FAN0.61%$61

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ICLN, FAN, SMH

1.11%highest, ICLN

FundTrailing yieldYield$10k

ICLN1.11%$111

FAN0.89%$89

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, ICLN

ICLN$111 − $38 = $73

FAN$89 − $61 = $28

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ICLN, FAN, SMH

Today

16.5%most shared, ICLN and FAN

ICLNFANSMH

ICLN—16.5%0.0%

FAN16.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

FANWorst drop−20.2%20.8% vol

ICLNWorst drop−35.4%30.7% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ICLNSMH

+1.4%Year to date+35.3%

1.1%Yield0.2%

−5.5%Past year+39.3%

0.38%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026