PBD vs DGS

APBD

BDGS

Measures won0–6DGS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income4.02%DGS · $402 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.6%PBD and DGS

PBD

DGS

Invesco Global Clean Energy ETF · $98MWisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B

+6.2%3 years · per year$11,968 · $14,511+13.2%

−11.5%5 years · per year$5,435 · $13,897+6.8%

0.75%Expense ratio$75 · $58 on $10k · lower wins0.58%

1.65%12-mo yield$165 · $402 on $10k4.02%

−32.9%Worst dropSmaller wins−11.6%

26.4%VolatilityLower wins18.6%

0–6DGS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBD · DGS

0.9%6409.TW0.2%

0.9%1513.TW0.1%

0.9%1503.TW0.1%

0.8%010060.KS0.0%

Held in common0.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BDGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.02%	+2.2%	+6.3%	+8.5%	+13.2%	+6.8%	−11.6%	$1.6B
4	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.65%	+2.8%	−2.3%	−5.6%	+6.2%	−11.5%	−32.9%	$98M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BDGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.02%	+2.2%	+6.3%	+8.5%	+13.2%	+6.8%	−11.6%	$1.6B
4	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.65%	+2.8%	−2.3%	−5.6%	+6.2%	−11.5%	−32.9%	$98M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBD vs DGS

PBD

Invesco Global Clean Energy

$5,435

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

$13,897

MeasurePBDDGS

Fee0.75%0.58%

Cost on $10k a year$75$58

Yield1.65%4.02%

5 years, per year−11.5%+6.8%

3 years, per year+6.2%+13.2%

Worst drop · 1Y−32.9%−11.6%

Volatility · 1Y26.4%18.6%

6–0measures won
DGS first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PBD, DGS, SCHD, SMH

Today

8.2%most shared, SCHD and SMH

PBDDGSSCHDSMH

PBD—0.6%0.0%0.0%

DGS0.6%—0.0%0.0%

SCHD0.0%0.0%—8.2%

SMH0.0%0.0%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$344most kept, DGS

DGS$402 − $58 = $344

SCHD$296 − $6 = $290

PBD$165 − $75 = $90

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee