LIT vs ILIT

ALIT

BILIT

Measures won3–2LIT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · LIT $6,877

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 common24.5%LIT and ILIT

LIT

ILIT

Global X - Lithium & Battery Tech ETF · $1.1BiShares Lithium Miners and Producers ETF · $10M

+9.0%3 years · per year$12,948 · $7,261−10.1%

−7.2%5 years · per year$6,877 · […][…]

0.75%Expense ratio$75 · $47 on $10k · lower wins0.47%

0.84%12-mo yield$84 · $313 on $10k3.13%

−34.4%Worst dropSmaller wins−58.2%

30.4%VolatilityLower wins44.6%

3–2LIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · ILIT

5.4%ALB9.0%

4.0%SQM9.2%

2.8%002460.SZ3.5%

2.6%PLS.AX6.0%

Held in common24.5%

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	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	BILIT	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	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	BILIT	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

LIT vs ILIT

LIT

Global X - Lithium & Battery Tech

$6,877

ILIT

iShares Lithium Miners and Producers

[…]

MeasureLITILIT

Fee0.75%0.47%

Cost on $10k a year$75$47

Yield0.84%3.13%

5 years, per year−7.2%[…]

3 years, per year+9.0%−10.1%

Worst drop · 1Y−34.4%−58.2%

Volatility · 1Y30.4%44.6%

3–2measures won
LIT first

24.5%

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: LIT, ILIT, SMH

Today

24.5%most shared, LIT and ILIT

LITILITSMH

LIT—24.5%0.0%

ILIT24.5%—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

$266most kept, ILIT

ILIT$313 − $47 = $266

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

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