ILIT vs PBW

AILIT

BPBW

Measures won2–3PBW wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PBW $3,341

Lowest cost0.35%SMH · $35 on $10k

Most income3.09%ILIT · $309 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common6.0%ILIT and PBW

ILIT

PBW

iShares Lithium Miners and Producers ETF · $10MInvesco WilderHill Clean Energy ETF · $306M

−9.4%3 years · per year$7,436 · $11,276+4.1%

[…]5 years · per year[…] · $3,341−19.7%

0.47%Expense ratio$47 · $63 on $10k · lower wins0.63%

3.09%12-mo yield$309 · $255 on $10k2.55%

−58.2%Worst dropSmaller wins−47.1%

44.6%VolatilityLower wins43.3%

2–3PBW wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsILIT · PBW

9.1%ALB1.5%

8.7%SQM1.4%

3.5%LAR1.2%

4.2%LAC1.1%

Held in common6.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$306M
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.09%	+1.5%	−33.3%	−17.6%	−9.4%	new	−58.2%	$10M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$306M
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.09%	+1.5%	−33.3%	−17.6%	−9.4%	new	−58.2%	$10M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILIT vs PBW

ILIT

iShares Lithium Miners and Producers

[…]

PBW

Invesco WilderHill Clean Energy

$3,341

MeasureILITPBW

Fee0.47%0.63%

Cost on $10k a year$47$63

Yield3.09%2.55%

5 years, per year[…]−19.7%

3 years, per year−9.4%+4.1%

Worst drop · 1Y−58.2%−47.1%

Volatility · 1Y44.6%43.3%

3–2measures won
PBW first

6.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ILIT, PBW, DRAM, SMH

Today

6.0%most shared, ILIT and PBW

ILITPBWDRAMSMH

ILIT—6.0%0.0%0.0%

PBW6.0%—0.0%1.4%

DRAM0.0%0.0%—3.1%

SMH0.0%1.4%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$262most kept, ILIT

ILIT$309 − $47 = $262

PBW$255 − $63 = $192

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee