Compare · 3 funds side by side · dividends reinvested

PBD, LIT and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

PBD, LIT and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B1.8

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.72%−6.2%−6.9%+6.3%−11.7%−32.9%26.5%$102M2.0

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.84%−6.8%+2.3%+9.0%−7.2%−34.4%30.4%$1.1B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: PBD 2007 · LIT 2010 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $102M$5,370

PBD

LIT

Global X - Lithium & Battery Tech ETF · $1.1B$6,877

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

PBDMeasureLIT

−6.2%Year to dateJan 1 → Nov 5−6.8%

−6.9%1 yearTotal return+2.3%

+6.3%3 years · per year$10,000 became $11,998 · $12,948+9.0%

−11.7%5 years · per year$10,000 became $5,370 · $6,877−7.2%

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

1.72%Trailing 12-mo yield$172 · $84 a year on $10k0.84%

−32.9%Worst dropSmaller is better−34.4%

26.5%VolatilityLower is calmer30.4%

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

4–3PBD wins

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

More Ways to See the Pairs

PBD vs LIT: Top 5 Holdings

Today

PBD

6.5%in top 5

LIT

in top 538.3%

PBDStockLIT

not top 5RIO19.6%

not top 5ALB5.4%

not top 5TSLA4.6%

not top 5300014.S4.5%

not top 5006400.K4.3%

1.4%SESnot top 5

1.4%020150.Knot top 5

1.3%LAND.SWnot top 5

1.3%VER.VInot top 5

1.2%NIBE-B.Snot top 5

Held in common4.0%

End-of-day Nov 5, 2026 · share of each fund

PBD vs LIT Returns, Every Period

InvescoPBD

−11.7%

5 years, per year

LITGlobal X

−7.2%

5 years, per year

PBDLITFaded: behind in that period

1–3LIT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PBD vs LIT

YTD

InvescoPBD

−6.2%

LITGlobal X

−6.8%

−6.2%Year to date−6.8%

−32.9%Worst drop · 1Y−34.4%

26.5%Volatility · 1Y30.4%

1.7%Yield0.8%

$102MAssets$1.1B

4–0PBD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBD, LIT, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

PBD0.75%$75

LIT0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PBD, LIT, SOXX

1.72%highest, PBD

FundTrailing yieldYield$10k

PBD1.72%$172

LIT0.84%$84

SOXX0.78%$78

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, PBD

PBD$172 − $75 = $97

SOXX$78 − $33 = $45

LIT$84 − $75 = $9

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PBD, LIT, SOXX

Today

4.0%most shared, PBD and LIT

PBDLITSOXX

PBD—4.0%0.0%

LIT4.0%—0.0%

SOXX0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

PBDWorst drop−32.9%26.5% vol

LITWorst drop−34.4%30.4% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PBDSOXX

−6.2%Year to date+31.6%

1.7%Yield0.8%

−6.9%Past year+34.0%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026