Compare · 3 funds side by side · dividends reinvested

TAN, ACES and BKGI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$4,860TAN · best of the three

02 / 04

TAN, ACES and BKGI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon Global Infrastructure Income ETFIncome · Dividend stocks0.65%3.03%+8.3%+10.9%+23.3%[…]−10.5%11.8%$1.9B1.1

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.68%−15.2%−21.6%−1.6%−17.2%−40.5%33.6%$92M2.3

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−11.8%−11.8%+2.1%−13.4%−45.6%38.3%$908M2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: TAN 2008 · ACES 2018 · BKGI 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Solar ETF · $908M$4,860

TAN

ACES

ALPS Clean Energy ETF · $92M$3,903

$10,000 five years ago, dividends reinvested · they hold 32.2% in common

TANMeasureACES

−11.8%Year to dateJan 1 → Nov 3−15.2%

−11.8%1 yearTotal return−21.6%

+2.1%3 years · per year$10,000 became $10,646 · $9,534−1.6%

−13.4%5 years · per year$10,000 became $4,860 · $3,903−17.2%

0.70%Expense ratio$70 · $55 a year on $10k · lower is better0.55%

0.00%Trailing 12-mo yield$0 · $68 a year on $10k0.68%

−45.6%Worst dropSmaller is better−40.5%

38.3%VolatilityLower is calmer33.6%

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

4–4Level

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

More Ways to See the Pairs

TAN vs ACES: Top 5 Holdings

Today

TAN

41.8%in top 5

ACES

in top 530.0%

TANStockACES

12.3%NXT6.1%

9.8%FSLRnot top 5

8.0%ENLT.TAnot top 5

6.3%ENPHnot top 5

not top 5CWEN6.1%

not top 5TSLA6.0%

not top 5NPI.TO5.9%

not top 5ITRI5.9%

5.4%HASInot top 5

Held in common32.2%

End-of-day Nov 3, 2026 · share of each fund

TAN vs ACES Returns, Every Period

InvescoTAN

−13.4%

5 years, per year

ACESALPS

−17.2%

5 years, per year

TANACESFaded: behind in that period

4–0TAN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: TAN vs BKGI

YTD

InvescoTAN

−11.8%

BKGIBNY Mellon

+8.3%

−11.8%Year to date+8.3%

−45.6%Worst drop · 1Y−10.5%

38.3%Volatility · 1Y11.8%

0.0%Yield3.0%

$908MAssets$1.9B

4–0BKGI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAN, ACES, BKGI

Today

0.55%lowest, ACES

FundExpense ratioFee$10k

ACES0.55%$55

BKGI0.65%$65

TAN0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TAN, ACES, BKGI

3.03%highest, BKGI

FundTrailing yieldYield$10k

BKGI3.03%$303

ACES0.68%$68

TAN0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, BKGI

BKGI$303 − $65 = $238

ACES$68 − $55 = $13

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TAN, ACES, BKGI

Today

32.2%most shared, TAN and ACES

TANACESBKGI

TAN—32.2%2.5%

ACES32.2%—2.5%

BKGI2.5%2.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%BKGI, at 11.8% volatility

BKGIWorst drop−10.5%11.8% vol

ACESWorst drop−40.5%33.6% vol

TANWorst drop−45.6%38.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BKGITAN

+8.3%Year to date−11.8%

3.0%Yield0.0%

+10.9%Past year−11.8%

0.65%Fee0.70%

4–0BKGI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026