Compare · 3 funds side by side · dividends reinvested

LIT, PBD 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

LIT, PBD 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%$57.7B1.6

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.70%−5.0%−9.1%+6.9%−11.5%−32.9%26.2%$102M2.0

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.83%−5.7%+0.9%+9.8%−7.1%−34.4%30.3%$1.1B2.3

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: LIT 2010 · PBD 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Lithium & Battery Tech ETF · $1.1B$6,907

LIT

PBD

Invesco Global Clean Energy ETF · $102M$5,421

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

LITMeasurePBD

−5.7%Year to dateJan 1 → Nov 6−5.0%

+0.9%1 yearTotal return−9.1%

+9.8%3 years · per year$10,000 became $13,236 · $12,220+6.9%

−7.1%5 years · per year$10,000 became $6,907 · $5,421−11.5%

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

0.83%Trailing 12-mo yield$83 · $170 a year on $10k1.70%

−34.4%Worst dropSmaller is better−32.9%

30.3%VolatilityLower is calmer26.2%

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

3–4PBD wins

End-of-day Nov 6, 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

37.9%in top 5

PBD

in top 56.5%

LITStockPBD

19.2%RIOnot top 5

5.6%ALBnot top 5

4.7%300014.Snot top 5

4.3%1211.HKnot top 5

4.0%TSLAnot top 5

not top 5VER.VI1.4%

not top 5NIBE-B.S1.3%

not top 5LAND.SW1.3%

not top 5SES1.3%

not top 5SHLS1.2%

Held in common3.9%

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

LIT vs PBD Returns, Every Period

Global XLIT

−7.1%

5 years, per year

PBDInvesco

−11.5%

5 years, per year

LITPBDFaded: behind in that period

3–1LIT wins

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

LIT vs PBD

YTD

Global XLIT

−5.7%

PBDInvesco

−5.0%

−5.7%Year to date−5.0%

−34.4%Worst drop · 1Y−32.9%

30.3%Volatility · 1Y26.2%

0.8%Yield1.7%

$1.1BAssets$102M

4–0PBD wins

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

Cost, Income and Risk

Fees: LIT, PBD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

LIT0.75%$75

PBD0.75%$75

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

Yields: LIT, PBD, SMH

1.70%highest, PBD

FundTrailing yieldYield$10k

PBD1.70%$170

LIT0.83%$83

SMH0.24%$24

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

Income After Fees on $10,000

$95most kept, PBD

PBD$170 − $75 = $95

LIT$83 − $75 = $8

SMH$24 − $35 = −$11

KeptFee

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

Overlap: LIT, PBD, SMH

Today

3.9%most shared, LIT and PBD

LITPBDSMH

LIT—3.9%0.0%

PBD3.9%—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

PBDWorst drop−32.9%26.2% vol

LITWorst drop−34.4%30.3% 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

PBDSMH

−5.0%Year to date+28.8%

1.7%Yield0.2%

−9.1%Past year+29.5%

0.75%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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026