LIT vs PBD

ALIT

BPBD

Measures won2–3PBD wins · of 6 · 5Y

$10,000 · 5Y$6,921LIT · PBD $5,744

Lowest cost0.65%DRAM · $65 on $10k

Most income1.67%PBD · $167 on $10k

Smallest drop−32.7%PBD · worst fall in 1Y

Held in common4.0%LIT and PBD

LIT

PBD

Global X - Lithium & Battery Tech ETF · $1.1BInvesco Global Clean Energy ETF · $98M

+8.5%3 years · per year$12,787 · $12,476+7.7%

−7.1%5 years · per year$6,921 · $5,744−10.5%

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

0.84%12-mo yield$84 · $167 on $10k1.67%

−34.4%Worst dropSmaller wins−32.7%

30.4%VolatilityLower wins26.1%

2–3PBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · PBD

4.4%006400.KS1.2%

3.8%373220.KS1.1%

4.0%1211.HK0.9%

3.9%SQM0.8%

Held in common4.0%

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	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
2	BPBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.67%	+0.9%	−3.5%	−6.3%	+7.7%	−10.5%	−32.7%	$98M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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	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
2	BPBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.67%	+0.9%	−3.5%	−6.3%	+7.7%	−10.5%	−32.7%	$98M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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 PBD

LIT

Global X - Lithium & Battery Tech

$6,921

PBD

Invesco Global Clean Energy

$5,744

MeasureLITPBD

Fee0.75%0.75%

Cost on $10k a year$75$75

Yield0.84%1.67%

5 years, per year−7.1%−10.5%

3 years, per year+8.5%+7.7%

Worst drop · 1Y−34.4%−32.7%

Volatility · 1Y30.4%26.1%

3–2measures won
PBD first

4.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: LIT, PBD, DRAM

Today

4.0%most shared, LIT and PBD

LITPBDDRAM

LIT—4.0%0.0%

PBD4.0%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$92most kept, PBD

PBD$167 − $75 = $92

LIT$84 − $75 = $9

DRAM$0 − $65 = −$65

KeptFee

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