Compare · 3 funds side by side · dividends reinvested

PBD, TAN and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

PBD, TAN and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.65%−2.3%−5.6%+6.2%−11.5%−32.9%26.4%$98M1.8

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−8.0%−10.1%+1.8%−14.7%−45.6%38.3%$1.1B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PBD 2007 · TAN 2008 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,435

PBD

TAN

Invesco Solar ETF · $1.1B$4,521

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

PBDMeasureTAN

−2.3%Year to dateJan 1 → Nov 9−8.0%

−5.6%1 yearTotal return−10.1%

+6.2%3 years · per year$10,000 became $11,968 · $10,559+1.8%

−11.5%5 years · per year$10,000 became $5,435 · $4,521−14.7%

0.75%Expense ratio$75 · $70 a year on $10k · lower is better0.70%

1.65%Trailing 12-mo yield$165 · $0 a year on $10k0.00%

−32.9%Worst dropSmaller is better−45.6%

26.4%VolatilityLower is calmer38.3%

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

7–1PBD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBD vs TAN: Top 5 Holdings

Today

PBD

6.7%in top 5

TAN

in top 541.3%

PBDStockTAN

not top 5NXT13.0%

not top 5FSLR9.9%

not top 5ENLT.TA7.4%

not top 5ENPH5.9%

not top 5HASI5.0%

1.5%SESnot top 5

1.4%VER.VInot top 5

1.3%SHLSnot top 5

1.3%ARRYnot top 5

1.3%LAND.SWnot top 5

Held in common19.3%

End-of-day Nov 9, 2026 · share of each fund

PBD vs TAN Returns, Every Period

InvescoPBD

−11.5%

5 years, per year

TANInvesco

−14.7%

5 years, per year

PBDTANFaded: behind in that period

4–0PBD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PBD vs SMH

YTD

InvescoPBD

−2.3%

SMHVanEck

+35.3%

−2.3%Year to date+35.3%

−32.9%Worst drop · 1Y−33.1%

26.4%Volatility · 1Y43.1%

1.6%Yield0.2%

$98.0MAssets$60.7B

3–1PBD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBD, TAN, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

TAN0.70%$70

PBD0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PBD, TAN, SMH

1.65%highest, PBD

FundTrailing yieldYield$10k

PBD1.65%$165

SMH0.23%$23

TAN0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, PBD

PBD$165 − $75 = $90

SMH$23 − $35 = −$12

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PBD, TAN, SMH

Today

19.3%most shared, PBD and TAN

PBDTANSMH

PBD—19.3%0.0%

TAN19.3%—0.0%

SMH0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

PBDWorst drop−32.9%26.4% vol

TANWorst drop−45.6%38.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PBDSMH

−2.3%Year to date+35.3%

1.6%Yield0.2%

−5.6%Past year+39.3%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026