PBD vs DISV

APBD

BDISV

Measures won0–5DISV wins · of 6 · 5Y

$10,000 · 5Y$5,421PBD

Lowest cost0.42%DISV · $42 on $10k

Most income2.73%DISV · $273 on $10k

Smallest drop−12.7%DISV · worst fall in 1Y

Held in common1.1%PBD and DISV

PBD

DISV

Invesco Global Clean Energy ETF · $98MDimensional - International Small Cap Value ETF · $5.0B

+6.9%3 years · per year$12,220 · $19,544+25.0%

−11.5%5 years · per year$5,421 · […][…]

0.75%Expense ratio$75 · $42 on $10k · lower wins0.42%

1.70%12-mo yield$170 · $273 on $10k2.73%

−32.9%Worst dropSmaller wins−12.7%

26.2%VolatilityLower wins15.3%

0–5DISV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBD · DISV

1.1%LIGHT.AS0.3%

1.3%LAND.SW0.2%

0.9%WCH.DE0.1%

1.1%ERG.MI0.1%

Held in common1.1%

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

Both

5Y2 funds

#			Trend
1	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$98M
2	BDISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.73%	−1.0%	+11.8%	+21.6%	+25.0%	new	−12.7%	$5.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$98M
2	BDISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.73%	−1.0%	+11.8%	+21.6%	+25.0%	new	−12.7%	$5.0B

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

PBD vs DISV

PBD

Invesco Global Clean Energy

$5,421

DISV

Dimensional - International Small Cap Value

[…]

MeasurePBDDISV

Fee0.75%0.42%

Cost on $10k a year$75$42

Yield1.70%2.73%

5 years, per year−11.5%[…]

3 years, per year+6.9%+25.0%

Worst drop · 1Y−32.9%−12.7%

Volatility · 1Y26.2%15.3%

5–0measures won
DISV first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PBD, DISV

Today

1.1%most shared, PBD and DISV

PBDDISV

PBD—1.1%

DISV1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$231most kept, DISV

DISV$273 − $42 = $231

PBD$170 − $75 = $95

KeptFee

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