Compare · 3 funds side by side · dividends reinvested

PBD, PBW and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

PBD, PBW and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.5

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.72%−6.2%−6.9%+6.3%−11.7%−32.9%26.5%$102M1.9

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.70%−17.7%−19.0%+1.6%−20.4%−47.1%43.2%$299M2.6

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 · PBW 2005 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PBD

PBW

Invesco WilderHill Clean Energy ETF · $299M$3,191

$10,000 five years ago, dividends reinvested · they hold 20.1% in common

PBDMeasurePBW

−6.2%Year to dateJan 1 → Nov 5−17.7%

−6.9%1 yearTotal return−19.0%

+6.3%3 years · per year$10,000 became $11,998 · $10,496+1.6%

−11.7%5 years · per year$10,000 became $5,370 · $3,191−20.4%

0.75%Expense ratio$75 · $63 a year on $10k · lower is better0.63%

1.72%Trailing 12-mo yield$172 · $270 a year on $10k2.70%

−32.9%Worst dropSmaller is better−47.1%

26.5%VolatilityLower is calmer43.2%

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

6–2PBD 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 PBW: Top 5 Holdings

Today

PBD

6.5%in top 5

PBW

in top 511.2%

PBDStockPBW

not top 5ARRY2.7%

not top 5NXT2.6%

not top 5JKS2.0%

not top 5CDLR2.0%

not top 5EVGO2.0%

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 common20.1%

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

PBD vs PBW Returns, Every Period

InvescoPBD

−11.7%

5 years, per year

PBWInvesco

−20.4%

5 years, per year

PBDPBWFaded: behind in that period

4–0PBD wins

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

PBD vs PBW

YTD

InvescoPBD

−6.2%

PBWInvesco

−17.7%

−6.2%Year to date−17.7%

−32.9%Worst drop · 1Y−47.1%

26.5%Volatility · 1Y43.2%

1.7%Yield2.7%

$102MAssets$299M

3–1PBD wins

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

Cost, Income and Risk

Fees: PBD, PBW, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PBW0.63%$63

PBD0.75%$75

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

Yields: PBD, PBW, SMH

2.70%highest, PBW

FundTrailing yieldYield$10k

PBW2.70%$270

PBD1.72%$172

SMH0.25%$25

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

Income After Fees on $10,000

$207most kept, PBW

PBW$270 − $63 = $207

PBD$172 − $75 = $97

SMH$25 − $35 = −$10

KeptFee

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

Overlap: PBD, PBW, SMH

Today

20.1%most shared, PBD and PBW

PBDPBWSMH

PBD—20.1%0.0%

PBW20.1%—1.3%

SMH0.0%1.3%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

PBDWorst drop−32.9%26.5% vol

SMHWorst drop−33.1%42.8% vol

PBWWorst drop−47.1%43.2% vol

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

Paid More vs Made More

YTD

PBWSMH

−17.7%Year to date+24.3%

2.7%Yield0.2%

−19.0%Past year+27.3%

0.63%Fee0.35%

3–1SMH 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