Compare · 3 funds side by side · dividends reinvested

ILIT, PBW and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,140SMH · best of the three

Story of the three · IncomeMost incomeILIT · 3.20% · $320 a year on $10k

Story of the three · RiskSmallest drop

ILIT, PBW and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B1.3

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.61%−14.7%−20.0%+1.3%−20.7%−47.1%43.4%$303M2.1

iShares Lithium Miners and Producers ETFThematic · Clean energy & EV0.47%3.20%−35.6%−26.0%−11.7%[…]−58.2%44.4%$10M2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: ILIT 2023 · PBW 2005 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco WilderHill Clean Energy ETF · $303M$3,140

PBW

SMH

VanEck Semiconductor ETF · $63.5B$35,140

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

PBWMeasure

More Ways to See the Pairs

PBW vs SMH: Top 5 Holdings

Today

PBW

10.9%in top 5

SMH

in top 545.9%

PBWStockSMH

not top 5NVDA17.7%

not top 5TSM10.0%

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

Cost, Income and Risk

Fees: ILIT, PBW, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ILIT0.47%$47

PBW0.63%$63

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ILIT, PBW, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SMH

−14.7%Year to dateJan 1 → Nov 12+39.3%

−20.0%1 yearTotal return+43.4%

+1.3%3 years · per year$10,000 became $10,385 · $33,705+49.9%

−20.7%5 years · per year$10,000 became $3,140 · $35,140+28.6%

0.63%Expense ratio$63 · $35 a year on $10k · lower is better0.35%

2.61%Trailing 12-mo yield$261 · $22 a year on $10k0.22%

−47.1%Worst dropSmaller is better−33.1%

43.4%VolatilityLower is calmer43.2%

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

1–7SMH wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%ARRYnot top 5

2.4%NXTnot top 5

2.0%CDLRnot top 5

2.0%BETAnot top 5

2.0%EVGOnot top 5

Held in common1.6%

End-of-day Nov 12, 2026 · share of each fund

PBW vs SMH Returns, Every Period

5Y

InvescoPBW

−20.7%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

PBWSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PBW vs ILIT

YTD

InvescoPBW

−14.7%

ILITiShares

−35.6%

−14.7%Year to date−35.6%

−47.1%Worst drop · 1Y−58.2%

43.4%Volatility · 1Y44.4%

2.6%Yield3.2%

$303MAssets$10.4M

3–1PBW wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.20%highest, ILIT

FundTrailing yieldYield$10k

ILIT3.20%$320

PBW2.61%$261

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$273most kept, ILIT

ILIT$320 − $47 = $273

PBW$261 − $63 = $198

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ILIT, PBW, SMH

Today

5.3%most shared, ILIT and PBW

ILITPBWSMH

ILIT—5.3%0.0%

PBW5.3%—1.6%

SMH0.0%1.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.4%SMH, at 43.2% volatility

SMHWorst drop−33.1%43.2% vol

PBWWorst drop−47.1%43.4% vol

ILITWorst drop−58.2%44.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ILITSMH

−35.6%Year to date+39.3%

3.2%Yield0.2%

−26.0%Past year+43.4%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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ILIT, PBW and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three