Compare · 3 funds side by side · dividends reinvested

PBD, FRNW and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

PBD, FRNW and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Fidelity Clean Energy ETFThematic · Clean energy & EV0.39%1.13%+6.9%+0.3%+17.0%−4.3%−28.4%27.5%$91M2.0

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.63%−1.3%−4.8%+8.2%−10.2%−32.7%26.1%$99M2.5

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: PBD 2007 · FRNW 2021 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PBD

FRNW

Fidelity Clean Energy ETF · $91M$8,033

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

PBDMeasureFRNW

−1.3%Year to dateJan 1 → Nov 4+6.9%

−4.8%1 yearTotal return+0.3%

+8.2%3 years · per year$10,000 became $12,677 · $16,000+17.0%

−10.2%5 years · per year$10,000 became $5,855 · $8,033−4.3%

0.75%Expense ratio$75 · $39 a year on $10k · lower is better0.39%

1.63%Trailing 12-mo yield$163 · $113 a year on $10k1.13%

−32.7%Worst dropSmaller is better−28.4%

26.1%VolatilityLower is calmer27.5%

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

2–6FRNW wins

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

More Ways to See the Pairs

PBD vs FRNW: Top 5 Holdings

Today

PBD

6.5%in top 5

FRNW

in top 521.2%

PBDStockFRNW

not top 5GEV4.7%

not top 5VWS.CO4.2%

not top 5NXT4.1%

not top 5FSLR4.1%

not top 5BE4.0%

1.4%SESnot top 5

1.3%VER.VInot top 5

1.3%020150.Knot top 5

1.3%LAND.SWnot top 5

1.3%NIBE-B.Snot top 5

Held in common28.2%

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

PBD vs FRNW Returns, Every Period

InvescoPBD

−10.2%

5 years, per year

FRNWFidelity

−4.3%

5 years, per year

PBDFRNWFaded: behind in that period

0–4FRNW wins

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

PBD vs FRNW

YTD

InvescoPBD

−1.3%

FRNWFidelity

+6.9%

−1.3%Year to date+6.9%

−32.7%Worst drop · 1Y−28.4%

26.1%Volatility · 1Y27.5%

1.6%Yield1.1%

$99.0MAssets$91.2M

2–2level

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

Cost, Income and Risk

Fees: PBD, FRNW, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FRNW0.39%$39

PBD0.75%$75

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

Yields: PBD, FRNW, SMH

1.63%highest, PBD

FundTrailing yieldYield$10k

PBD1.63%$163

FRNW1.13%$113

SMH0.22%$22

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

Income After Fees on $10,000

$88most kept, PBD

PBD$163 − $75 = $88

FRNW$113 − $39 = $74

SMH$22 − $35 = −$13

KeptFee

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

Overlap: PBD, FRNW, SMH

Today

28.2%most shared, PBD and FRNW

PBDFRNWSMH

PBD—28.2%0.0%

FRNW28.2%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

PBDWorst drop−32.7%26.1% vol

FRNWWorst drop−28.4%27.5% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

PBDSMH

−1.3%Year to date+40.0%

1.6%Yield0.2%

−4.8%Past year+38.2%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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