LIT vs PBD

ALIT

BPBD

Measures won2–3PBD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · LIT $6,907

Lowest cost0.35%SMH · $35 on $10k

Most income1.70%PBD · $170 on $10k

Smallest drop−32.9%PBD · worst fall in 1Y

Held in common3.9%LIT and PBD

LIT

PBD

Global X - Lithium & Battery Tech ETF · $1.1BInvesco Global Clean Energy ETF · $102M

+9.8%3 years · per year$13,236 · $12,220+6.9%

−7.1%5 years · per year$6,907 · $5,421−11.5%

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

0.83%12-mo yield$83 · $170 on $10k1.70%

−34.4%Worst dropSmaller wins−32.9%

30.3%VolatilityLower wins26.2%

2–3PBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · PBD

4.0%006400.KS1.1%

3.6%373220.KS1.0%

4.3%1211.HK0.9%

3.9%SQM0.8%

Held in common3.9%

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%	$57.7B
2	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
3	BPBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$102M

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%	$57.7B
2	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
3	BPBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$102M

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 PBD

LIT

Global X - Lithium & Battery Tech

$6,908

PBD

Invesco Global Clean Energy

$5,421

MeasureLITPBD

Fee0.75%0.75%

Cost on $10k a year$75$75

Yield0.83%1.70%

5 years, per year−7.1%−11.5%

3 years, per year+9.8%+6.9%

Worst drop · 1Y−34.4%−32.9%

Volatility · 1Y30.3%26.2%

3–2measures won
PBD first

3.9%

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

$37.6BAssets$57.7B

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, PBD, SMH

Today

3.9%most shared, LIT and PBD

LITPBDSMH

LIT—3.9%0.0%

PBD3.9%—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

$95most kept, PBD

PBD$170 − $75 = $95

LIT$83 − $75 = $8

SMH$24 − $35 = −$11

KeptFee

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