Compare · 2 funds side by side · dividends reinvested

VCLN and PBW

VCLNVirtus×PBWInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,197VCLN · best of the two

02 / 04

VCLN and PBW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Duff & Phelps Clean Energy ETFThematic · Clean energy & EV0.59%2.01%+3.8%+5.8%+21.2%+0.4%−30.8%30.6%$5M1.1

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.52%−11.8%−17.8%+4.6%−18.5%−47.1%43.0%$286M1.9

Rank among the two1st → 2ndFee, 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: VCLN 2021 · PBW 2005

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Duff & Phelps Clean Energy ETF · $5M$10,197

VCLN

PBW

Invesco WilderHill Clean Energy ETF · $286M$3,599

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

VCLNMeasurePBW

+3.8%Year to dateJan 1 → Nov 4−11.8%

+5.8%1 yearTotal return−17.8%

+21.2%3 years · per year$10,000 became $17,819 · $11,432+4.6%

+0.4%5 years · per year$10,000 became $10,197 · $3,599−18.5%

0.59%Expense ratio$59 · $63 a year on $10k · lower is better0.63%

2.01%Trailing 12-mo yield$201 · $252 a year on $10k2.52%

−30.8%Worst dropSmaller is better−47.1%

30.6%VolatilityLower is calmer43.0%

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

7–1VCLN wins

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

More Ways to See the Pairs

VCLN vs PBW: Top 5 Holdings

Today

VCLN

33.5%in top 5

PBW

in top 510.6%

VCLNStockPBW

8.7%NXT2.3%

7.5%FSLRnot top 5

6.8%IBE.MCnot top 5

6.2%BEnot top 5

4.4%EDP.LSnot top 5

not top 5ARRY2.3%

not top 5CDLR2.0%

not top 5EVGO2.0%

not top 5JKS1.9%

Held in common11.6%

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

VCLN vs PBW Returns, Every Period

VirtusVCLN

+0.4%

5 years, per year

PBWInvesco

−18.5%

5 years, per year

VCLNPBWFaded: behind in that period

4–0VCLN wins

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

VCLN vs PBW

YTD

VirtusVCLN

+3.8%

PBWInvesco

−11.8%

+3.8%Year to date−11.8%

−30.8%Worst drop · 1Y−47.1%

30.6%Volatility · 1Y43.0%

2.0%Yield2.5%

$5.1MAssets$286M

3–1VCLN wins

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

Cost, Income and Risk

Fees: VCLN, PBW

Today

0.59%lowest, VCLN

FundExpense ratioFee$10k

VCLN0.59%$59

PBW0.63%$63

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

Yields: VCLN, PBW

2.52%highest, PBW

FundTrailing yieldYield$10k

PBW2.52%$252

VCLN2.01%$201

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

Income After Fees on $10,000

$189most kept, PBW

PBW$252 − $63 = $189

VCLN$201 − $59 = $142

KeptFee

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

Overlap: VCLN, PBW

Today

11.6%most shared, VCLN and PBW

VCLNPBW

VCLN—11.6%

PBW11.6%—

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

Return vs Bumpiness: 2 ETFs

+5.8%VCLN, at 30.6% volatility

VCLNWorst drop−30.8%30.6% vol

PBWWorst drop−47.1%43.0% vol

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

Paid More vs Made More

YTD

PBWVCLN

−11.8%Year to date+3.8%

2.5%Yield2.0%

−17.8%Past year+5.8%

0.63%Fee0.59%

3–1VCLN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026