TAN vs PBW

ATAN

BPBW

Measures won4–2TAN wins · of 6 · YTD

$10,000 · YTD$14,398SMH · TAN $8,823

Lowest cost0.35%SMH · $35 on $10k

Most income2.54%PBW · $254 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common15.2%TAN and PBW

YTD

TAN

PBW

Invesco Solar ETF · $908MInvesco WilderHill Clean Energy ETF · $286M

−11.8%Year to dateJan 1 → Nov 3−12.5%

−11.8%1 yearTotal return−19.9%

0.70%Expense ratio$70 · $63 on $10k · lower wins0.63%

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

−45.6%Worst dropSmaller wins−47.1%

38.3%VolatilityLower wins43.0%

4–2TAN wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsTAN · PBW

12.3%NXT2.3%

9.8%FSLR1.9%

4.2%RUN1.6%

2.9%SHLS1.6%

Held in common15.2%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ATAN	Invesco Solar ETFRead Desk	0.70%	0.00%	+3.0%	−11.8%	−11.8%	+2.1%	−13.4%	−45.6%	$908M
3	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.54%	+3.7%	−12.5%	−19.9%	+4.0%	−18.6%	−47.1%	$286M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ATAN	Invesco Solar ETFRead Desk	0.70%	0.00%	+3.0%	−11.8%	−11.8%	+2.1%	−13.4%	−45.6%	$908M
3	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.54%	+3.7%	−12.5%	−19.9%	+4.0%	−18.6%	−47.1%	$286M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAN vs PBW

TAN

Invesco Solar

$8,823

PBW

Invesco WilderHill Clean Energy

$8,009

MeasureTANPBW

Fee0.70%0.63%

Cost on $10k a year$70$63

Yield0.00%2.54%

5 years, per year−13.4%−18.6%

3 years, per year+2.1%+4.0%

Worst drop · 1Y−45.6%−47.1%

Volatility · 1Y38.3%43.0%

3–3measures won
level

15.2%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: TAN, PBW, SMH

Today

15.2%most shared, TAN and PBW

TANPBWSMH

TAN—15.2%0.0%

PBW15.2%—1.3%

SMH0.0%1.3%—

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

Income After Fees on $10,000

$191most kept, PBW

PBW$254 − $63 = $191

SMH$21 − $35 = −$14

TAN$0 − $70 = −$70

KeptFee

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