Compare · 4 funds side by side · dividends reinvested

PBW, SCHD, SMH and VIG

PBWInvesco×SCHDSchwab×SMHVanEck×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,977SMH · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

PBW, SCHD, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.3

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.49%−10.6%−17.6%+2.7%−20.0%−47.1%43.2%$303M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: PBW 2005 · SCHD 2011 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco WilderHill Clean Energy ETF · $303M$3,287

PBW

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PBW vs SCHD: Top 5 Holdings

Today

PBW

10.9%in top 5

SCHD

in top 521.7%

PBWStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: PBW, SCHD, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

PBW0.63%$63

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

PBWMeasureSCHD

−10.6%Year to dateJan 1 → Nov 12+34.6%

−17.6%1 yearTotal return+39.3%

+2.7%3 years · per year$10,000 became $10,848 · $17,234+19.9%

−20.0%5 years · per year$10,000 became $3,287 · $16,418+10.4%

0.63%Expense ratio$63 · $6 a year on $10k · lower is better0.06%

2.49%Trailing 12-mo yield$249 · $293 a year on $10k2.93%

−47.1%Worst dropSmaller is better−6.9%

43.2%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%NXTnot top 5

2.4%ARRYnot top 5

2.0%BETAnot top 5

2.0%CDLRnot top 5

2.0%EVGOnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

PBW vs SCHD Returns, Every Period

5Y

InvescoPBW

−20.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PBWSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PBW vs SCHD

YTD

InvescoPBW

−10.6%

SCHDSchwab

+34.6%

−10.6%Year to date+34.6%

−47.1%Worst drop · 1Y−6.9%

43.2%Volatility · 1Y11.8%

2.5%Yield2.9%

$303MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PBW, SCHD, SMH, VIG

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

PBW2.49%$249

VIG1.45%$145

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

PBW$249 − $63 = $186

VIG$145 − $4 = $141

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PBW, SCHD, SMH, VIG

Today

14.5%most shared, SCHD and VIG

PBWSCHDSMHVIG

PBW—0.0%1.5%0.1%

SCHD0.0%—8.6%14.5%

SMH1.5%8.6%—10.3%

VIG0.1%14.5%10.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+41.7%SMH, at 43.2% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

PBWWorst drop−47.1%43.2% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+34.6%Year to date+40.8%

2.9%Yield0.2%

+39.3%Past year+41.7%

0.06%Fee0.35%

2–2level

End-of-day Nov 12, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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PBW, SCHD, SMH and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four