LIT vs FDRV

ALIT

BFDRV

Measures won2–4FDRV wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · LIT $6,921

Lowest cost0.35%SMH · $35 on $10k

Most income1.47%FDRV · $147 on $10k

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

Held in common8.8%LIT and FDRV

LIT

FDRV

Global X - Lithium & Battery Tech ETF · $1.1BFidelity Electric Vehicles and Future Transportation ETF · $23M

+8.5%3 years · per year$12,787 · $10,411+1.4%

−7.1%5 years · per year$6,921 · $5,573−11.0%

0.75%Expense ratio$75 · $39 on $10k · lower wins0.39%

0.84%12-mo yield$84 · $147 on $10k1.47%

−34.4%Worst dropSmaller wins−31.6%

30.4%VolatilityLower wins27.7%

2–4FDRV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · FDRV

4.9%TSLA5.7%

4.4%006400.KS1.5%

3.8%373220.KS1.5%

5.3%ALB1.0%

Held in common8.8%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ALIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	+0.1%	−7.0%	−2.9%	+8.5%	−7.1%	−34.4%	$1.1B
3	BFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk	0.39%	1.47%	−0.1%	−8.1%	−13.8%	+1.4%	−11.0%	−31.6%	$23M

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ALIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	+0.1%	−7.0%	−2.9%	+8.5%	−7.1%	−34.4%	$1.1B
3	BFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk	0.39%	1.47%	−0.1%	−8.1%	−13.8%	+1.4%	−11.0%	−31.6%	$23M

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

Cards for this view

LIT vs FDRV

LIT

Global X - Lithium & Battery Tech

$6,921

FDRV

Fidelity Electric Vehicles and Future Transportation

$5,573

MeasureLITFDRV

Fee0.75%0.39%

Cost on $10k a year$75$39

Yield0.84%1.47%

5 years, per year−7.1%−11.0%

3 years, per year+8.5%+1.4%

Worst drop · 1Y−34.4%−31.6%

Volatility · 1Y30.4%27.7%

4–2measures won
FDRV first

8.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: LIT, FDRV, SMH

Today

8.8%most shared, LIT and FDRV

LITFDRVSMH

LIT—8.8%0.0%

FDRV8.8%—1.2%

SMH0.0%1.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, FDRV

FDRV$147 − $39 = $108

LIT$84 − $75 = $9

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee