Compare · 3 funds side by side · dividends reinvested

LIT, PBD and DRAM

LITGlobal X×PBDInvesco×DRAMRoundhill×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$7,158LIT · best of the three

02 / 04

LIT, PBD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.63%−1.3%−4.8%+8.2%−10.2%−32.7%26.1%$99M1.5

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.81%−4.2%+1.3%+9.8%−6.5%−34.4%30.5%$1.1B1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B2.0

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: LIT 2010 · PBD 2007 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Lithium & Battery Tech ETF · $1.1B$7,158

LIT

PBD

Invesco Global Clean Energy ETF · $99M$5,855

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

LITMeasurePBD

−4.2%Year to dateJan 1 → Nov 4−1.3%

+1.3%1 yearTotal return−4.8%

+9.8%3 years · per year$10,000 became $13,225 · $12,677+8.2%

−6.5%5 years · per year$10,000 became $7,158 · $5,855−10.2%

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

0.81%Trailing 12-mo yield$81 · $163 a year on $10k1.63%

−34.4%Worst dropSmaller is better−32.7%

30.5%VolatilityLower is calmer26.1%

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

3–4PBD wins

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

More Ways to See the Pairs

LIT vs PBD: Top 5 Holdings

Today

LIT

38.2%in top 5

PBD

in top 56.5%

LITStockPBD

19.4%RIOnot top 5

5.3%ALBnot top 5

4.8%TSLAnot top 5

4.5%300014.Snot top 5

4.2%1211.HKnot top 5

not top 5SES1.4%

not top 5VER.VI1.3%

not top 5020150.K1.3%

not top 5LAND.SW1.3%

not top 5NIBE-B.S1.3%

Held in common3.8%

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

LIT vs PBD Returns, Every Period

Global XLIT

−6.5%

5 years, per year

PBDInvesco

−10.2%

5 years, per year

LITPBDFaded: behind in that period

3–1LIT wins

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

LIT vs PBD

YTD

Global XLIT

−4.2%

PBDInvesco

−1.3%

−4.2%Year to date−1.3%

−34.4%Worst drop · 1Y−32.7%

30.5%Volatility · 1Y26.1%

0.8%Yield1.6%

$1.1BAssets$99.0M

4–0PBD wins

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

Cost, Income and Risk

Fees: LIT, PBD, DRAM

Today

0.65%lowest, DRAM

FundExpense ratioFee$10k

DRAM0.65%$65

LIT0.75%$75

PBD0.75%$75

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

Yields: LIT, PBD, DRAM

1.63%highest, PBD

FundTrailing yieldYield$10k

PBD1.63%$163

LIT0.81%$81

DRAM0.00%$0

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

Income After Fees on $10,000

$88most kept, PBD

PBD$163 − $75 = $88

LIT$81 − $75 = $6

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: LIT, PBD, DRAM

Today

3.8%most shared, LIT and PBD

LITPBDDRAM

LIT—3.8%0.0%

PBD3.8%—0.0%

DRAM0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+1.3%LIT, at 30.5% volatility

PBDWorst drop−32.7%26.1% vol

LITWorst drop−34.4%30.5% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

PBDLIT

−1.3%Year to date−4.2%

1.6%Yield0.8%

−4.8%Past year+1.3%

0.75%Fee0.75%

2–1PBD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026