Compare · 2 funds side by side · dividends reinvested

PBD and DISV

PBDInvesco×DISVDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$5,421PBD · best of the two

02 / 04

PBD and DISV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap Value ETFInternational · Ex-US broad0.42%2.73%+11.8%+21.6%+25.0%[…]−12.7%15.3%$5.0B1.0

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.70%−5.0%−9.1%+6.9%−11.5%−32.9%26.2%$98M1.9

Rank among the two1st → 2ndFee, 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: PBD 2007 · DISV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,421

PBD

DISV

Dimensional - International Small Cap Value ETF · $5.0B[…]

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

PBDMeasureDISV

−5.0%Year to dateJan 1 → Nov 6+11.8%

−9.1%1 yearTotal return+21.6%

+6.9%3 years · per year$10,000 became $12,220 · $19,544+25.0%

−11.5%5 years · per year$10,000 became $5,421 · […][…]

0.75%Expense ratio$75 · $42 a year on $10k · lower is better0.42%

1.70%Trailing 12-mo yield$170 · $273 a year on $10k2.73%

−32.9%Worst dropSmaller is better−12.7%

26.2%VolatilityLower is calmer15.3%

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

0–7DISV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBD vs DISV: Top 5 Holdings

Today

PBD

6.5%in top 5

DISV

in top 53.8%

PBDStockDISV

1.4%VER.VInot top 5

1.3%NIBE-B.Snot top 5

1.3%LAND.SWnot top 5

1.3%SESnot top 5

1.2%SHLSnot top 5

not top 5SPSN.SW0.9%

not top 5KGF.L0.8%

not top 5EVK.DE0.7%

not top 5SYENS.BR0.7%

not top 5BTG0.7%

Held in common1.1%

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

PBD vs DISV Returns, Every Period

InvescoPBD

−9.1%

past year

DISVDimensional

+21.6%

past year

PBDDISVFaded: behind in that period

0–3DISV wins

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

Thematic vs International: PBD vs DISV

YTD

InvescoPBD

−5.0%

DISVDimensional

+11.8%

−5.0%Year to date+11.8%

−32.9%Worst drop · 1Y−12.7%

26.2%Volatility · 1Y15.3%

1.7%Yield2.7%

$98.0MAssets$5.0B

4–0DISV wins

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

Cost, Income and Risk

Fees: PBD, DISV

Today

0.42%lowest, DISV

FundExpense ratioFee$10k

DISV0.42%$42

PBD0.75%$75

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

Yields: PBD, DISV

2.73%highest, DISV

FundTrailing yieldYield$10k

DISV2.73%$273

PBD1.70%$170

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

Income After Fees on $10,000

$231most kept, DISV

DISV$273 − $42 = $231

PBD$170 − $75 = $95

KeptFee

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

Overlap: PBD, DISV

Today

1.1%most shared, PBD and DISV

PBDDISV

PBD—1.1%

DISV1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.6%DISV, at 15.3% volatility

DISVWorst drop−12.7%15.3% vol

PBDWorst drop−32.9%26.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DISVPBD

+11.8%Year to date−5.0%

2.7%Yield1.7%

+21.6%Past year−9.1%

0.42%Fee0.75%

4–0DISV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026