LIT vs BATT

ALIT

BBATT

Measures won1–5BATT wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · BATT $7,344

Lowest cost0.35%SMH · $35 on $10k

Most income2.04%BATT · $204 on $10k

Smallest drop−31.7%BATT · worst fall in 1Y

Held in common30.0%LIT and BATT

LIT

BATT

Global X - Lithium & Battery Tech ETF · $1.1BAmplify Lithium & Battery Technology ETF · $90M

+9.8%3 years · per year$13,236 · $13,782+11.3%

−7.1%5 years · per year$6,907 · $7,344−6.0%

0.75%Expense ratio$75 · $59 on $10k · lower wins0.59%

0.83%12-mo yield$83 · $204 on $10k2.04%

−34.4%Worst dropSmaller wins−31.7%

30.3%VolatilityLower wins33.6%

1–5BATT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · BATT

4.3%1211.HK5.2%

4.0%TSLA8.5%

4.0%300750.SZ5.6%

4.0%006400.KS2.8%

Held in common30.0%

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 Three

5Y3 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	BBATT	Amplify Lithium & Battery Technology ETFRead Desk	0.59%	2.04%	+1.5%	−9.4%	−5.4%	+11.3%	−6.0%	−31.7%	$90M
3	ALIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.83%	+1.2%	−5.7%	+0.9%	+9.8%	−7.1%	−34.4%	$1.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BBATT	Amplify Lithium & Battery Technology ETFRead Desk	0.59%	2.04%	+1.5%	−9.4%	−5.4%	+11.3%	−6.0%	−31.7%	$90M
3	ALIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.83%	+1.2%	−5.7%	+0.9%	+9.8%	−7.1%	−34.4%	$1.1B

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

LIT vs BATT

LIT

Global X - Lithium & Battery Tech

$6,908

BATT

Amplify Lithium & Battery Technology

$7,344

MeasureLITBATT

Fee0.75%0.59%

Cost on $10k a year$75$59

Yield0.83%2.04%

5 years, per year−7.1%−6.0%

3 years, per year+9.8%+11.3%

Worst drop · 1Y−34.4%−31.7%

Volatility · 1Y30.3%33.6%

5–1measures won
BATT first

30.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LIT, BATT, SMH

Today

30.0%most shared, LIT and BATT

LITBATTSMH

LIT—30.0%0.0%

BATT30.0%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$145most kept, BATT

BATT$204 − $59 = $145

LIT$83 − $75 = $8

SMH$24 − $35 = −$11

KeptFee

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