Compare · 3 funds side by side · dividends reinvested

TAN, PBD and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$5,855PBD · best of the three

02 / 04

TAN, PBD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.63%−1.3%−4.8%+8.2%−10.2%−32.7%26.1%$99M1.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B1.5

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−6.8%−6.8%+3.7%−13.3%−45.6%38.7%$937M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: TAN 2008 · PBD 2007 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Solar ETF · $937M$4,890

TAN

PBD

Invesco Global Clean Energy ETF · $99M$5,855

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

TANMeasurePBD

−6.8%Year to dateJan 1 → Nov 4−1.3%

−6.8%1 yearTotal return−4.8%

+3.7%3 years · per year$10,000 became $11,138 · $12,677+8.2%

−13.3%5 years · per year$10,000 became $4,890 · $5,855−10.2%

0.70%Expense ratio$70 · $75 a year on $10k · lower is better0.75%

0.00%Trailing 12-mo yield$0 · $163 a year on $10k1.63%

−45.6%Worst dropSmaller is better−32.7%

38.7%VolatilityLower is calmer26.1%

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

1–7PBD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TAN vs PBD: Top 5 Holdings

Today

TAN

41.8%in top 5

PBD

in top 56.5%

TANStockPBD

12.6%NXTnot top 5

9.7%FSLRnot top 5

7.6%ENLT.TAnot top 5

6.7%ENPHnot top 5

5.2%HASInot top 5

not top 5SES1.4%

not top 5VER.VI1.3%

not top 5020150.K1.3%

not top 5LAND.SW1.3%

not top 5NIBE-B.S1.3%

Held in common18.2%

End-of-day Nov 4, 2026 · share of each fund

TAN vs PBD Returns, Every Period

InvescoTAN

−13.3%

5 years, per year

PBDInvesco

−10.2%

5 years, per year

TANPBDFaded: behind in that period

0–4PBD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TAN vs PBD

YTD

InvescoTAN

−6.8%

PBDInvesco

−1.3%

−6.8%Year to date−1.3%

−45.6%Worst drop · 1Y−32.7%

38.7%Volatility · 1Y26.1%

0.0%Yield1.6%

$937MAssets$99.0M

4–0PBD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAN, PBD, DRAM

Today

0.65%lowest, DRAM

FundExpense ratioFee$10k

DRAM0.65%$65

TAN0.70%$70

PBD0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TAN, PBD, DRAM

1.63%highest, PBD

FundTrailing yieldYield$10k

PBD1.63%$163

TAN0.00%$0

DRAM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$88most kept, PBD

PBD$163 − $75 = $88

DRAM$0 − $65 = −$65

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TAN, PBD, DRAM

Today

18.2%most shared, TAN and PBD

TANPBDDRAM

TAN—18.2%0.0%

PBD18.2%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

−4.8%PBD, at 26.1% volatility

PBDWorst drop−32.7%26.1% vol

TANWorst drop−45.6%38.7% vol

DRAMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PBDTAN

−1.3%Year to date−6.8%

1.6%Yield0.0%

−4.8%Past year−6.8%

0.75%Fee0.70%

3–1PBD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026