ILIT vs LIT

AILIT

BLIT

Measures won2–3LIT wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · LIT $7,158

Lowest cost0.35%SMH · $35 on $10k

Most income3.11%ILIT · $311 on $10k

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

Held in common24.2%ILIT and LIT

ILIT

LIT

iShares Lithium Miners and Producers ETF · $10MGlobal X - Lithium & Battery Tech ETF · $1.1B

−10.6%3 years · per year$7,156 · $13,225+9.8%

[…]5 years · per year[…] · $7,158−6.5%

0.47%Expense ratio$47 · $75 on $10k · lower wins0.75%

3.11%12-mo yield$311 · $81 on $10k0.81%

−58.2%Worst dropSmaller wins−34.4%

44.8%VolatilityLower wins30.5%

2–3LIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILIT · LIT

8.8%ALB5.3%

8.9%SQM3.8%

3.5%002460.SZ2.7%

6.3%PLS.AX2.7%

Held in common24.2%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.11%	+4.1%	−33.8%	−20.6%	−10.6%	new	−58.2%	$10M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.11%	+4.1%	−33.8%	−20.6%	−10.6%	new	−58.2%	$10M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILIT vs LIT

ILIT

iShares Lithium Miners and Producers

[…]

LIT

Global X - Lithium & Battery Tech

$7,158

MeasureILITLIT

Fee0.47%0.75%

Cost on $10k a year$47$75

Yield3.11%0.81%

5 years, per year[…]−6.5%

3 years, per year−10.6%+9.8%

Worst drop · 1Y−58.2%−34.4%

Volatility · 1Y44.8%30.5%

3–2measures won
LIT first

24.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ILIT, LIT, SMH

Today

24.2%most shared, ILIT and LIT

ILITLITSMH

ILIT—24.2%0.0%

LIT24.2%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$264most kept, ILIT

ILIT$311 − $47 = $264

LIT$81 − $75 = $6

SMH$22 − $35 = −$13

KeptFee

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