LIT vs PBW

ALIT

BPBW

Measures won4–2LIT wins · of 6 · 5Y

$10,000 · 5Y$7,158LIT · PBW $3,599

Lowest cost0.63%PBW · $63 on $10k

Most income2.52%PBW · $252 on $10k

Smallest drop−34.4%LIT · worst fall in 1Y

Held in common4.4%LIT and PBW

LIT

PBW

Global X - Lithium & Battery Tech ETF · $1.1BInvesco WilderHill Clean Energy ETF · $296M

+9.8%3 years · per year$13,225 · $11,432+4.6%

−6.5%5 years · per year$7,158 · $3,599−18.5%

0.75%Expense ratio$75 · $63 on $10k · lower wins0.63%

0.81%12-mo yield$81 · $252 on $10k2.52%

−34.4%Worst dropSmaller wins−47.1%

30.5%VolatilityLower wins43.0%

4–2LIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIT · PBW

4.8%TSLA1.7%

5.3%ALB1.3%

3.8%SQM1.3%

0.2%SGML0.9%

Held in common4.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ALIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.52%	+0.7%	−11.8%	−17.8%	+4.6%	−18.5%	−47.1%	$296M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.52%	+0.7%	−11.8%	−17.8%	+4.6%	−18.5%	−47.1%	$296M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LIT vs PBW

LIT

Global X - Lithium & Battery Tech

$7,158

PBW

Invesco WilderHill Clean Energy

$3,599

MeasureLITPBW

Fee0.75%0.63%

Cost on $10k a year$75$63

Yield0.81%2.52%

5 years, per year−6.5%−18.5%

3 years, per year+9.8%+4.6%

Worst drop · 1Y−34.4%−47.1%

Volatility · 1Y30.5%43.0%

4–2measures won
LIT first

4.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LIT, PBW

Today

4.4%most shared, LIT and PBW

LITPBW

LIT—4.4%

PBW4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$189most kept, PBW

PBW$252 − $63 = $189

LIT$81 − $75 = $6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee