PBD vs FAN

APBD

BFAN

Measures won1–5FAN wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FAN $11,281

Lowest cost0.35%SMH · $35 on $10k

Most income1.70%PBD · $170 on $10k

Smallest drop−20.2%FAN · worst fall in 1Y

Held in common10.8%PBD and FAN

PBD

FAN

Invesco Global Clean Energy ETF · $102MFirst Trust Global Wind Energy ETF · $195M

+6.9%3 years · per year$12,220 · $17,822+21.2%

−11.5%5 years · per year$5,421 · $11,281+2.4%

0.75%Expense ratio$75 · $61 on $10k · lower wins0.61%

1.70%12-mo yield$170 · $90 on $10k0.90%

−32.9%Worst dropSmaller wins−20.2%

26.2%VolatilityLower wins20.8%

1–5FAN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBD · FAN

1.1%ORSTED.CO8.9%

1.1%112610.KS3.2%

1.1%NDX1.DE8.8%

1.1%ANA.MC2.1%

Held in common10.8%

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%	$60.7B
2	BFAN	First Trust Global Wind Energy ETFRead Desk	0.61%	0.90%	+1.5%	+13.0%	+12.4%	+21.2%	+2.4%	−20.2%	$195M
3	APBD	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%	$60.7B
2	BFAN	First Trust Global Wind Energy ETFRead Desk	0.61%	0.90%	+1.5%	+13.0%	+12.4%	+21.2%	+2.4%	−20.2%	$195M
3	APBD	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

PBD vs FAN

PBD

Invesco Global Clean Energy

$5,421

FAN

First Trust Global Wind Energy

$11,281

MeasurePBDFAN

Fee0.75%0.61%

Cost on $10k a year$75$61

Yield1.70%0.90%

5 years, per year−11.5%+2.4%

3 years, per year+6.9%+21.2%

Worst drop · 1Y−32.9%−20.2%

Volatility · 1Y26.2%20.8%

5–1measures won
FAN first

10.8%

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

$39.1BAssets$60.7B

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: PBD, FAN, SMH

Today

10.8%most shared, PBD and FAN

PBDFANSMH

PBD—10.8%0.0%

FAN10.8%—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

FAN$90 − $61 = $29

SMH$24 − $35 = −$11

KeptFee

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