FDRV vs TAN

AFDRV

BTAN

Measures won5–1FDRV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDRV $5,432

Lowest cost0.35%SMH · $35 on $10k

Most income1.44%FDRV · $144 on $10k

Smallest drop−32.4%FDRV · worst fall in 1Y

Held in common0.0%FDRV and TAN

FDRV

TAN

Fidelity Electric Vehicles and Future Transportation ETF · $21MInvesco Solar ETF · $1.1B

+1.7%3 years · per year$10,503 · $10,559+1.8%

−11.5%5 years · per year$5,432 · $4,521−14.7%

0.39%Expense ratio$39 · $70 on $10k · lower wins0.70%

1.44%12-mo yield$144 · $0 on $10k0.00%

−32.4%Worst dropSmaller wins−45.6%

28.1%VolatilityLower wins38.3%

5–1FDRV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRV · TAN

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk	0.39%	1.44%	+3.0%	−6.3%	−10.4%	+1.7%	−11.5%	−32.4%	$21M
3	BTAN	Invesco Solar ETFRead Desk	0.70%	0.00%	−0.9%	−8.0%	−10.1%	+1.8%	−14.7%	−45.6%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk	0.39%	1.44%	+3.0%	−6.3%	−10.4%	+1.7%	−11.5%	−32.4%	$21M
3	BTAN	Invesco Solar ETFRead Desk	0.70%	0.00%	−0.9%	−8.0%	−10.1%	+1.8%	−14.7%	−45.6%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDRV vs TAN

FDRV

Fidelity Electric Vehicles and Future Transportation

$5,432

TAN

Invesco Solar

$4,521

MeasureFDRVTAN

Fee0.39%0.70%

Cost on $10k a year$39$70

Yield1.44%0.00%

5 years, per year−11.5%−14.7%

3 years, per year+1.7%+1.8%

Worst drop · 1Y−32.4%−45.6%

Volatility · 1Y28.1%38.3%

5–1measures won
FDRV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDRV, TAN, SMH

Today

1.1%most shared, FDRV and SMH

FDRVTANSMH

FDRV—0.0%1.1%

TAN0.0%—0.0%

SMH1.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

SMH$23 − $35 = −$12

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee