LIT vs ACES

ALIT

BACES

Measures won5–1LIT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · LIT $6,877

Lowest cost0.35%SMH · $35 on $10k

Most income0.84%LIT · $84 on $10k

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

Held in common8.4%LIT and ACES

LIT

ACES

Global X - Lithium & Battery Tech ETF · $1.1BALPS Clean Energy ETF · $90M

+9.0%3 years · per year$12,948 · $9,388−2.1%

−7.2%5 years · per year$6,877 · $3,626−18.4%

0.75%Expense ratio$75 · $55 on $10k · lower wins0.55%

0.84%12-mo yield$84 · $69 on $10k0.69%

−34.4%Worst dropSmaller wins−40.5%

30.4%VolatilityLower wins33.6%

5–1LIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · ACES

4.6%TSLA5.5%

5.4%ALB3.9%

Held in common8.4%

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%	$57.7B
2	ALIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B
3	BACES	ALPS Clean Energy ETFRead Desk	0.55%	0.69%	−3.6%	−16.5%	−19.6%	−2.1%	−18.4%	−40.5%	$90M

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%	$57.7B
2	ALIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B
3	BACES	ALPS Clean Energy ETFRead Desk	0.55%	0.69%	−3.6%	−16.5%	−19.6%	−2.1%	−18.4%	−40.5%	$90M

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

LIT vs ACES

LIT

Global X - Lithium & Battery Tech

$6,877

ACES

ALPS Clean Energy

$3,626

MeasureLITACES

Fee0.75%0.55%

Cost on $10k a year$75$55

Yield0.84%0.69%

5 years, per year−7.2%−18.4%

3 years, per year+9.0%−2.1%

Worst drop · 1Y−34.4%−40.5%

Volatility · 1Y30.4%33.6%

5–1measures won
LIT first

8.4%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LIT, ACES, SMH

Today

8.4%most shared, LIT and ACES

LITACESSMH

LIT—8.4%0.0%

ACES8.4%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$14most kept, ACES

ACES$69 − $55 = $14

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

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