Compare · 3 funds side by side · dividends reinvested

PBW, ACES 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

PBW, ACES 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%$65.4B1.4

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.69%−16.5%−19.6%−2.1%−18.4%−40.5%33.6%$94M2.1

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.70%−17.7%−19.0%+1.6%−20.4%−47.1%43.2%$296M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: PBW 2005 · ACES 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco WilderHill Clean Energy ETF · $296M$3,191

PBW

ACES

ALPS Clean Energy ETF · $94M$3,626

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

PBWMeasureACES

−17.7%Year to dateJan 1 → Nov 5−16.5%

−19.0%1 yearTotal return−19.6%

+1.6%3 years · per year$10,000 became $10,496 · $9,388−2.1%

−20.4%5 years · per year$10,000 became $3,191 · $3,626−18.4%

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

2.70%Trailing 12-mo yield$270 · $69 a year on $10k0.69%

−47.1%Worst dropSmaller is better−40.5%

43.2%VolatilityLower is calmer33.6%

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

3–5ACES wins

End-of-day Nov 5, 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

11.2%in top 5

ACES

in top 530.0%

PBWStockACES

2.6%NXT6.9%

not top 5CWEN6.1%

not top 5NPI.TO5.8%

not top 5ITRI5.7%

not top 5TSLA5.5%

2.7%ARRYnot top 5

2.0%JKSnot top 5

2.0%CDLRnot top 5

2.0%EVGOnot top 5

Held in common33.2%

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

PBW vs ACES Returns, Every Period

InvescoPBW

−20.4%

5 years, per year

ACESALPS

−18.4%

5 years, per year

PBWACESFaded: behind in that period

2–2Level

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

PBW vs ACES

YTD

InvescoPBW

−17.7%

ACESALPS

−16.5%

−17.7%Year to date−16.5%

−47.1%Worst drop · 1Y−40.5%

43.2%Volatility · 1Y33.6%

2.7%Yield0.7%

$296MAssets$93.7M

3–1ACES wins

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

Cost, Income and Risk

Fees: PBW, ACES, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ACES0.55%$55

PBW0.63%$63

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

Yields: PBW, ACES, SMH

2.70%highest, PBW

FundTrailing yieldYield$10k

PBW2.70%$270

ACES0.69%$69

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

ACES$69 − $55 = $14

SMH$25 − $35 = −$10

KeptFee

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

Overlap: PBW, ACES, SMH

Today

33.2%most shared, PBW and ACES

PBWACESSMH

PBW—33.2%1.3%

ACES33.2%—0.0%

SMH1.3%0.0%—

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

ACESWorst drop−40.5%33.6% 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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026