Compare · 4 funds side by side · dividends reinvested

PBD, DGS, SCHD and SMH

PBDInvesco×DGSWisdomTree×SCHDSchwab×SMHVanEck×

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

02 / 04

PBD, DGS, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.02%+6.3%+8.5%+13.2%+6.8%−11.6%18.6%$1.6B2.5

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.65%−2.3%−5.6%+6.2%−11.5%−32.9%26.4%$98M3.6

Rank among the four1st → 4thFee, 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: PBD 2007 · DGS 2007 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,435

PBD

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,897

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

PBDMeasureDGS

−2.3%Year to dateJan 1 → Nov 9+6.3%

−5.6%1 yearTotal return+8.5%

+6.2%3 years · per year$10,000 became $11,968 · $14,511+13.2%

−11.5%5 years · per year$10,000 became $5,435 · $13,897+6.8%

0.75%Expense ratio$75 · $58 a year on $10k · lower is better0.58%

1.65%Trailing 12-mo yield$165 · $402 a year on $10k4.02%

−32.9%Worst dropSmaller is better−11.6%

26.4%VolatilityLower is calmer18.6%

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

0–8DGS wins

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

More Ways to See the Pairs

PBD vs DGS: Top 5 Holdings

Today

PBD

6.7%in top 5

DGS

in top 54.7%

PBDStockDGS

1.5%SESnot top 5

1.4%VER.VInot top 5

not top 5GRT.JO1.3%

1.3%SHLSnot top 5

1.3%ARRYnot top 5

1.3%LAND.SWnot top 5

not top 5OMU.JO1.1%

not top 5OMAB.MX0.8%

not top 5RDF.JO0.8%

not top 52542.TW0.7%

Held in common0.6%

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

PBD vs DGS Returns, Every Period

InvescoPBD

−11.5%

5 years, per year

DGSWisdomTree

+6.8%

5 years, per year

PBDDGSFaded: behind in that period

0–4DGS wins

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

Thematic vs Income: PBD vs DGS

YTD

InvescoPBD

−2.3%

DGSWisdomTree

+6.3%

−2.3%Year to date+6.3%

−32.9%Worst drop · 1Y−11.6%

26.4%Volatility · 1Y18.6%

1.6%Yield4.0%

$98.0MAssets$1.6B

4–0DGS wins

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

Cost, Income and Risk

Fees: PBD, DGS, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

DGS0.58%$58

PBD0.75%$75

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

Yields: PBD, DGS, SCHD, SMH

4.02%highest, DGS

FundTrailing yieldYield$10k

DGS4.02%$402

SCHD2.96%$296

PBD1.65%$165

SMH0.23%$23

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

Income After Fees on $10,000

$344most kept, DGS

DGS$402 − $58 = $344

SCHD$296 − $6 = $290

PBD$165 − $75 = $90

SMH$23 − $35 = −$12

KeptFee

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

Overlap: PBD, DGS, SCHD, SMH

Today

8.2%most shared, SCHD and SMH

PBDDGSSCHDSMH

PBD—0.6%0.0%0.0%

DGS0.6%—0.0%0.0%

SCHD0.0%0.0%—8.2%

SMH0.0%0.0%8.2%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

DGSWorst drop−11.6%18.6% vol

PBDWorst drop−32.9%26.4% 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

DGSSMH

+6.3%Year to date+35.3%

4.0%Yield0.2%

+8.5%Past year+39.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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