Compare · 2 funds side by side · dividends reinvested

PBD and SOXX

PBDInvesco×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,376SOXX · best of the two

02 / 04

PBD and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$44.3B1.3

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.63%−1.3%−4.8%+8.2%−10.2%−32.7%26.1%$98M1.8

Rank among the two1st → 2ndFee, 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 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,855

PBD

SOXX

iShares Semiconductor ETF · $44.3B$30,376

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PBDMeasureSOXX

−1.3%Year to dateJan 1 → Nov 4+49.8%

−4.8%1 yearTotal return+46.5%

+8.2%3 years · per year$10,000 became $12,677 · $31,353+46.4%

−10.2%5 years · per year$10,000 became $5,855 · $30,376+24.9%

0.75%Expense ratio$75 · $33 a year on $10k · lower is better0.33%

1.63%Trailing 12-mo yield$163 · $28 a year on $10k0.28%

−32.7%Worst dropSmaller is better−31.2%

26.1%VolatilityLower is calmer47.8%

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

2–6SOXX 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 SOXX: Top 5 Holdings

Today

PBD

6.5%in top 5

SOXX

in top 538.7%

PBDStockSOXX

not top 5AMD9.0%

not top 5NVDA8.2%

not top 5AVGO7.8%

not top 5MU7.8%

not top 5INTC5.9%

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 common0.0%

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

PBD vs SOXX Returns, Every Period

InvescoPBD

−10.2%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

PBDSOXXFaded: behind in that period

0–4SOXX wins

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

PBD vs SOXX

YTD

InvescoPBD

−1.3%

SOXXiShares

+49.8%

−1.3%Year to date+49.8%

−32.7%Worst drop · 1Y−31.2%

26.1%Volatility · 1Y47.8%

1.6%Yield0.3%

$98.0MAssets$44.3B

2–2level

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

Cost, Income and Risk

Fees: PBD, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

PBD0.75%$75

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

Yields: PBD, SOXX

1.63%highest, PBD

FundTrailing yieldYield$10k

PBD1.63%$163

SOXX0.28%$28

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

Income After Fees on $10,000

$88most kept, PBD

PBD$163 − $75 = $88

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: PBD, SOXX

Today

0.0%most shared, PBD and SOXX

PBDSOXX

PBD—0.0%

SOXX0.0%—

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

Return vs Bumpiness: 2 ETFs

+46.5%SOXX, at 47.8% volatility

PBDWorst drop−32.7%26.1% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

PBDSOXX

−1.3%Year to date+49.8%

1.6%Yield0.3%

−4.8%Past year+46.5%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026