Compare · 3 funds side by side · dividends reinvested

TAN, PBW and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$4,525TAN · best of the three

02 / 04

TAN, PBW and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−10.2%−8.0%+1.9%−14.7%−45.6%38.8%$1.0B1.4

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.70%−17.7%−19.0%+1.6%−20.4%−47.1%43.2%$299M1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: TAN 2008 · PBW 2005 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Solar ETF · $1.0B$4,525

TAN

PBW

Invesco WilderHill Clean Energy ETF · $299M$3,191

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

TANMeasurePBW

−10.2%Year to dateJan 1 → Nov 5−17.7%

−8.0%1 yearTotal return−19.0%

+1.9%3 years · per year$10,000 became $10,566 · $10,496+1.6%

−14.7%5 years · per year$10,000 became $4,525 · $3,191−20.4%

0.70%Expense ratio$70 · $63 a year on $10k · lower is better0.63%

0.00%Trailing 12-mo yield$0 · $270 a year on $10k2.70%

−45.6%Worst dropSmaller is better−47.1%

38.8%VolatilityLower is calmer43.2%

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

6–2TAN wins

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

More Ways to See the Pairs

TAN vs PBW: Top 5 Holdings

Today

TAN

42.1%in top 5

PBW

in top 511.2%

TANStockPBW

13.2%NXT2.6%

9.5%FSLRnot top 5

7.7%ENLT.TAnot top 5

6.5%ENPHnot top 5

5.2%HASInot top 5

not top 5ARRY2.7%

not top 5JKS2.0%

not top 5CDLR2.0%

not top 5EVGO2.0%

Held in common16.3%

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

TAN vs PBW Returns, Every Period

InvescoTAN

−14.7%

5 years, per year

PBWInvesco

−20.4%

5 years, per year

TANPBWFaded: behind in that period

4–0TAN wins

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

TAN vs PBW

YTD

InvescoTAN

−10.2%

PBWInvesco

−17.7%

−10.2%Year to date−17.7%

−45.6%Worst drop · 1Y−47.1%

38.8%Volatility · 1Y43.2%

0.0%Yield2.7%

$1.0BAssets$299M

3–1TAN wins

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

Cost, Income and Risk

Fees: TAN, PBW, DRAM

Today

0.63%lowest, PBW

FundExpense ratioFee$10k

PBW0.63%$63

DRAM0.65%$65

TAN0.70%$70

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

Yields: TAN, PBW, DRAM

2.70%highest, PBW

FundTrailing yieldYield$10k

PBW2.70%$270

TAN0.00%$0

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$207most kept, PBW

PBW$270 − $63 = $207

DRAM$0 − $65 = −$65

TAN$0 − $70 = −$70

KeptFee

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

Overlap: TAN, PBW, DRAM

Today

16.3%most shared, TAN and PBW

TANPBWDRAM

TAN—16.3%0.0%

PBW16.3%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

−8.0%TAN, at 38.8% volatility

TANWorst drop−45.6%38.8% vol

PBWWorst drop−47.1%43.2% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PBWTAN

−17.7%Year to date−10.2%

2.7%Yield0.0%

−19.0%Past year−8.0%

0.63%Fee0.70%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026