Compare · 2 funds side by side · dividends reinvested

TAN and PBW

TANInvesco×PBWInvesco×

Versus in desk

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

02 / 04

TAN and PBW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Solar ETFThematic · Clean energy & EV0.70%0.00%−11.8%−11.8%+2.1%−13.4%−45.6%38.3%$908M1.4

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.54%−12.5%−19.9%+4.0%−18.6%−47.1%43.0%$286M1.6

Rank among the two1st → 2ndFee, 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 · PBW 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Solar ETF · $908M$4,860

TAN

PBW

Invesco WilderHill Clean Energy ETF · $286M$3,572

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

TANMeasurePBW

−11.8%Year to dateJan 1 → Nov 3−12.5%

−11.8%1 yearTotal return−19.9%

+2.1%3 years · per year$10,000 became $10,646 · $11,244+4.0%

−13.4%5 years · per year$10,000 became $4,860 · $3,572−18.6%

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

0.00%Trailing 12-mo yield$0 · $254 a year on $10k2.54%

−45.6%Worst dropSmaller is better−47.1%

38.3%VolatilityLower is calmer43.0%

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

5–3TAN wins

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 PBW: Top 5 Holdings

Today

TAN

41.8%in top 5

PBW

in top 510.6%

TANStockPBW

12.3%NXT2.3%

9.8%FSLRnot top 5

8.0%ENLT.TAnot top 5

6.3%ENPHnot top 5

5.4%HASInot top 5

not top 5CDLR2.2%

not top 5EVGO2.1%

not top 5ARRY2.0%

not top 5ORA2.0%

Held in common15.2%

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

TAN vs PBW Returns, Every Period

InvescoTAN

−13.4%

5 years, per year

PBWInvesco

−18.6%

5 years, per year

TANPBWFaded: behind in that period

3–1TAN wins

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

TAN vs PBW

YTD

InvescoTAN

−11.8%

PBWInvesco

−12.5%

−11.8%Year to date−12.5%

−45.6%Worst drop · 1Y−47.1%

38.3%Volatility · 1Y43.0%

0.0%Yield2.5%

$908MAssets$286M

3–1TAN wins

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

Cost, Income and Risk

Fees: TAN, PBW

Today

0.63%lowest, PBW

FundExpense ratioFee$10k

PBW0.63%$63

TAN0.70%$70

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

Yields: TAN, PBW

2.54%highest, PBW

FundTrailing yieldYield$10k

PBW2.54%$254

TAN0.00%$0

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

Income After Fees on $10,000

$191most kept, PBW

PBW$254 − $63 = $191

TAN$0 − $70 = −$70

KeptFee

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

Overlap: TAN, PBW

Today

15.2%most shared, TAN and PBW

TANPBW

TAN—15.2%

PBW15.2%—

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

Return vs Bumpiness: 2 ETFs

−11.8%TAN, at 38.3% volatility

TANWorst drop−45.6%38.3% vol

PBWWorst drop−47.1%43.0% vol

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

Paid More vs Made More

YTD

PBWTAN

−12.5%Year to date−11.8%

2.5%Yield0.0%

−19.9%Past year−11.8%

0.63%Fee0.70%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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