Compare · 3 funds side by side · dividends reinvested

PBD, DGS and SMH

PBDInvesco×DGSWisdomTree×SMHVanEck×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,828SMH · best of the three

Story of the three · IncomeMost incomeDGS · 4.08% · $408 a year on $10k

Story of the three · RiskSmallest drop

PBD, DGS and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.08%+4.9%+5.5%+12.1%+6.5%−11.6%18.7%$1.6B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$64.4B1.6

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.73%−6.8%−10.9%+4.5%−12.0%−33.4%26.5%$95M2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: PBD 2007 · DGS 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Global Clean Energy ETF · $95M$5,291

PBD

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,669

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

PBDMeasure

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PBD vs DGS: Top 5 Holdings

Today

PBD

6.7%in top 5

DGS

in top 54.7%

PBDStockDGS

1.6%SESnot top 5

1.3%VER.VInot top 5

not top 5GRT.JO1.3%

1.3%020150.Knot top 5

1.2%112610.K

Cost, Income and Risk

Fees: PBD, DGS, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

DGS0.58%$58

PBD0.75%$75

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PBD, DGS, SMH

1Y

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

+49.0%Year to date+35.2%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGS

−6.8%Year to dateJan 1 → Nov 13+4.9%

−10.9%1 yearTotal return+5.5%

+4.5%3 years · per year$10,000 became $11,424 · $14,075+12.1%

−12.0%5 years · per year$10,000 became $5,291 · $13,669+6.5%

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

1.73%Trailing 12-mo yield$173 · $408 a year on $10k4.08%

−33.4%Worst dropSmaller is better−11.6%

26.5%VolatilityLower is calmer18.7%

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

0–8DGS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

1.2%NIBE-B.Snot 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 13, 2026 · share of each fund

PBD vs DGS Returns, Every Period

5Y

InvescoPBD

−12.0%

5 years, per year

DGSWisdomTree

+6.5%

5 years, per year

PBDDGSFaded: behind in that period

0–4DGS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PBD vs DGS

YTD

InvescoPBD

−6.8%

DGSWisdomTree

+4.9%

−6.8%Year to date+4.9%

−33.4%Worst drop · 1Y−11.6%

26.5%Volatility · 1Y18.7%

1.7%Yield4.1%

$95.5MAssets$1.6B

4–0DGS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

4.08%highest, DGS

FundTrailing yieldYield$10k

DGS4.08%$408

PBD1.73%$173

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$350most kept, DGS

DGS$408 − $58 = $350

PBD$173 − $75 = $98

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PBD, DGS, SMH

Today

0.6%most shared, PBD and DGS

PBDDGSSMH

PBD—0.6%0.0%

DGS0.6%—0.0%

SMH0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.3%SMH, at 43.3% volatility

DGSWorst drop−11.6%18.7% vol

PBDWorst drop−33.4%26.5% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DGSSMH

+4.9%Year to date+35.2%

4.1%Yield0.2%

+5.5%Past year+37.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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PBD, DGS and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three