Compare · 3 funds side by side · dividends reinvested

PBW, ACES and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$3,630ACES · best of the three

02 / 04

PBW, ACES and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.55%−12.7%−18.8%+4.1%−19.7%−47.1%43.3%$306M1.5

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.68%−14.9%−21.9%−1.3%−18.3%−40.5%33.3%$92M1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.0

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: PBW 2005 · ACES 2018 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Invesco WilderHill Clean Energy ETF · $306M$3,341

PBW

ACES

ALPS Clean Energy ETF · $92M$3,630

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

PBWMeasureACES

−12.7%Year to dateJan 1 → Nov 6−14.9%

−18.8%1 yearTotal return−21.9%

+4.1%3 years · per year$10,000 became $11,276 · $9,618−1.3%

−19.7%5 years · per year$10,000 became $3,341 · $3,630−18.3%

0.63%Expense ratio$63 · $55 a year on $10k · lower is better0.55%

2.55%Trailing 12-mo yield$255 · $68 a year on $10k0.68%

−47.1%Worst dropSmaller is better−40.5%

43.3%VolatilityLower is calmer33.3%

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

4–4Level

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

More Ways to See the Pairs

PBW vs ACES: Top 5 Holdings

Today

PBW

11.7%in top 5

ACES

in top 530.1%

PBWStockACES

2.6%NXT6.7%

not top 5CWEN6.1%

not top 5NPI.TO6.0%

not top 5ITRI5.8%

not top 5HASI5.6%

2.8%ARRYnot top 5

2.1%CDLRnot top 5

2.1%JKSnot top 5

2.1%FSLRnot top 5

Held in common33.5%

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

PBW vs ACES Returns, Every Period

InvescoPBW

−19.7%

5 years, per year

ACESALPS

−18.3%

5 years, per year

PBWACESFaded: behind in that period

3–1PBW wins

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

PBW vs ACES

YTD

InvescoPBW

−12.7%

ACESALPS

−14.9%

−12.7%Year to date−14.9%

−47.1%Worst drop · 1Y−40.5%

43.3%Volatility · 1Y33.3%

2.5%Yield0.7%

$306MAssets$92.1M

2–2level

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

Cost, Income and Risk

Fees: PBW, ACES, DRAM

Today

0.55%lowest, ACES

FundExpense ratioFee$10k

ACES0.55%$55

PBW0.63%$63

DRAM0.65%$65

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

Yields: PBW, ACES, DRAM

2.55%highest, PBW

FundTrailing yieldYield$10k

PBW2.55%$255

ACES0.68%$68

DRAM0.00%$0

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

Income After Fees on $10,000

$192most kept, PBW

PBW$255 − $63 = $192

ACES$68 − $55 = $13

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: PBW, ACES, DRAM

Today

33.5%most shared, PBW and ACES

PBWACESDRAM

PBW—33.5%0.0%

ACES33.5%—0.0%

DRAM0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

−18.8%PBW, at 43.3% volatility

ACESWorst drop−40.5%33.3% vol

PBWWorst drop−47.1%43.3% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

PBWACES

−12.7%Year to date−14.9%

2.5%Yield0.7%

−18.8%Past year−21.9%

0.63%Fee0.55%

3–1PBW 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026