Compare · 3 funds side by side · dividends reinvested

PBD, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

PBD, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.70%−5.0%−9.1%+6.9%−11.5%−32.9%26.2%$102M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: PBD 2007 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $102M$5,421

PBD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PBDMeasureVIG

−5.0%Year to dateJan 1 → Nov 6+12.1%

−9.1%1 yearTotal return+14.3%

+6.9%3 years · per year$10,000 became $12,220 · $16,669+18.6%

−11.5%5 years · per year$10,000 became $5,421 · $16,243+10.2%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

1.70%Trailing 12-mo yield$170 · $150 a year on $10k1.50%

−32.9%Worst dropSmaller is better−7.9%

26.2%VolatilityLower is calmer10.8%

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

1–7VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBD vs VIG: Top 5 Holdings

Today

PBD

6.5%in top 5

VIG

in top 522.1%

PBDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.4%VER.VInot top 5

1.3%NIBE-B.Snot top 5

1.3%LAND.SWnot top 5

1.3%SESnot top 5

1.2%SHLSnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

PBD vs VIG Returns, Every Period

InvescoPBD

−11.5%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

PBDVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PBD vs VIG

YTD

InvescoPBD

−5.0%

VIGVanguard

+12.1%

−5.0%Year to date+12.1%

−32.9%Worst drop · 1Y−7.9%

26.2%Volatility · 1Y10.8%

1.7%Yield1.5%

$102MAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBD, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

PBD0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PBD, VIG, SMH

1.70%highest, PBD

FundTrailing yieldYield$10k

PBD1.70%$170

VIG1.50%$150

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

PBD$170 − $75 = $95

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PBD, VIG, SMH

Today

10.3%most shared, VIG and SMH

PBDVIGSMH

PBD—0.2%0.0%

VIG0.2%—10.3%

SMH0.0%10.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% vol

PBDWorst drop−32.9%26.2% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PBDSMH

−5.0%Year to date+28.8%

1.7%Yield0.2%

−9.1%Past year+29.5%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026