ILIT vs PBW

AILIT

BPBW

Measures won2–3PBW wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PBW $3,191

Lowest cost0.35%SMH · $35 on $10k

Most income3.13%ILIT · $313 on $10k

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

Held in common5.7%ILIT and PBW

ILIT

PBW

iShares Lithium Miners and Producers ETF · $10MInvesco WilderHill Clean Energy ETF · $296M

−10.1%3 years · per year$7,261 · $10,496+1.6%

[…]5 years · per year[…] · $3,191−20.4%

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

3.13%12-mo yield$313 · $270 on $10k2.70%

−58.2%Worst dropSmaller wins−47.1%

44.6%VolatilityLower wins43.2%

2–3PBW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILIT · PBW

9.2%SQM1.3%

9.0%ALB1.3%

3.7%LAR1.1%

4.5%LAC1.1%

Held in common5.7%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$296M
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.13%	−0.8%	−34.3%	−17.4%	−10.1%	new	−58.2%	$10M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$296M
3	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.13%	−0.8%	−34.3%	−17.4%	−10.1%	new	−58.2%	$10M

End-of-day Nov 5, 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

$3,191

MeasureILITPBW

Fee0.47%0.63%

Cost on $10k a year$47$63

Yield3.13%2.70%

5 years, per year[…]−20.4%

3 years, per year−10.1%+1.6%

Worst drop · 1Y−58.2%−47.1%

Volatility · 1Y44.6%43.2%

3–2measures won
PBW first

5.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ILIT, PBW, SMH

Today

5.7%most shared, ILIT and PBW

ILITPBWSMH

ILIT—5.7%0.0%

PBW5.7%—1.3%

SMH0.0%1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, ILIT

ILIT$313 − $47 = $266

PBW$270 − $63 = $207

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee