Compare · 3 funds side by side · dividends reinvested

LIT, ACES and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

LIT, ACES and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.5

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.84%−6.8%+2.3%+9.0%−7.2%−34.4%30.4%$1.1B1.9

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.69%−16.5%−19.6%−2.1%−18.4%−40.5%33.6%$90M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: LIT 2010 · ACES 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Lithium & Battery Tech ETF · $1.1B$6,877

LIT

ACES

ALPS Clean Energy ETF · $90M$3,626

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

LITMeasureACES

−6.8%Year to dateJan 1 → Nov 5−16.5%

+2.3%1 yearTotal return−19.6%

+9.0%3 years · per year$10,000 became $12,948 · $9,388−2.1%

−7.2%5 years · per year$10,000 became $6,877 · $3,626−18.4%

0.75%Expense ratio$75 · $55 a year on $10k · lower is better0.55%

0.84%Trailing 12-mo yield$84 · $69 a year on $10k0.69%

−34.4%Worst dropSmaller is better−40.5%

30.4%VolatilityLower is calmer33.6%

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

7–1LIT wins

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

More Ways to See the Pairs

LIT vs ACES: Top 5 Holdings

Today

LIT

38.3%in top 5

ACES

in top 530.0%

LITStockACES

19.6%RIOnot top 5

not top 5NXT6.9%

not top 5CWEN6.1%

not top 5NPI.TO5.8%

not top 5ITRI5.7%

4.6%TSLA5.5%

5.4%ALBnot top 5

4.5%300014.Snot top 5

4.3%006400.Knot top 5

Held in common8.4%

End-of-day Nov 5, 2026 · share of each fund

LIT vs ACES Returns, Every Period

Global XLIT

−7.2%

5 years, per year

ACESALPS

−18.4%

5 years, per year

LITACESFaded: behind in that period

4–0LIT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LIT vs ACES

YTD

Global XLIT

−6.8%

ACESALPS

−16.5%

−6.8%Year to date−16.5%

−34.4%Worst drop · 1Y−40.5%

30.4%Volatility · 1Y33.6%

0.8%Yield0.7%

$1.1BAssets$90.3M

4–0LIT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LIT, ACES, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ACES0.55%$55

LIT0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LIT, ACES, SMH

0.84%highest, LIT

FundTrailing yieldYield$10k

LIT0.84%$84

ACES0.69%$69

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14most kept, ACES

ACES$69 − $55 = $14

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LIT, ACES, SMH

Today

8.4%most shared, LIT and ACES

LITACESSMH

LIT—8.4%0.0%

ACES8.4%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

LITWorst drop−34.4%30.4% vol

ACESWorst drop−40.5%33.6% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LITSMH

−6.8%Year to date+24.3%

0.8%Yield0.2%

+2.3%Past year+27.3%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026