LIT vs PBW

ALIT

BPBW

Measures won4–2LIT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · LIT $6,877

Lowest cost0.35%SMH · $35 on $10k

Most income2.70%PBW · $270 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common4.5%LIT and PBW

LIT

PBW

Global X - Lithium & Battery Tech ETF · $1.1BInvesco WilderHill Clean Energy ETF · $299M

+9.0%3 years · per year$12,948 · $10,496+1.6%

−7.2%5 years · per year$6,877 · $3,191−20.4%

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

0.84%12-mo yield$84 · $270 on $10k2.70%

−34.4%Worst dropSmaller wins−47.1%

30.4%VolatilityLower wins43.2%

4–2LIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIT · PBW

4.6%TSLA1.7%

4.0%SQM1.3%

5.4%ALB1.3%

0.2%SGML0.9%

Held in common4.5%

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%	$57.7B
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	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$299M

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%	$57.7B
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	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$299M

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 PBW

LIT

Global X - Lithium & Battery Tech

$6,877

PBW

Invesco WilderHill Clean Energy

$3,191

MeasureLITPBW

Fee0.75%0.63%

Cost on $10k a year$75$63

Yield0.84%2.70%

5 years, per year−7.2%−20.4%

3 years, per year+9.0%+1.6%

Worst drop · 1Y−34.4%−47.1%

Volatility · 1Y30.4%43.2%

4–2measures won
LIT first

4.5%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LIT, PBW, SMH

Today

4.5%most shared, LIT and PBW

LITPBWSMH

LIT—4.5%0.0%

PBW4.5%—1.3%

SMH0.0%1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$207most kept, PBW

PBW$270 − $63 = $207

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

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