PBD vs FRNW

APBD

BFRNW

Measures won2–4FRNW wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · FRNW $8,033

Lowest cost0.35%SMH · $35 on $10k

Most income1.63%PBD · $163 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common28.2%PBD and FRNW

PBD

FRNW

Invesco Global Clean Energy ETF · $99MFidelity Clean Energy ETF · $91M

+8.2%3 years · per year$12,677 · $16,000+17.0%

−10.2%5 years · per year$5,855 · $8,033−4.3%

0.75%Expense ratio$75 · $39 on $10k · lower wins0.39%

1.63%12-mo yield$163 · $113 on $10k1.13%

−32.7%Worst dropSmaller wins−28.4%

26.1%VolatilityLower wins27.5%

2–4FRNW wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBD · FRNW

1.3%VER.VI3.0%

1.3%LAND.SW2.0%

1.1%SEDG1.8%

1.1%SHLS1.8%

Held in common28.2%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BFRNW	Fidelity Clean Energy ETFRead Desk	0.39%	1.13%	+3.0%	+6.9%	+0.3%	+17.0%	−4.3%	−28.4%	$91M
3	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.63%	+2.3%	−1.3%	−4.8%	+8.2%	−10.2%	−32.7%	$99M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BFRNW	Fidelity Clean Energy ETFRead Desk	0.39%	1.13%	+3.0%	+6.9%	+0.3%	+17.0%	−4.3%	−28.4%	$91M
3	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.63%	+2.3%	−1.3%	−4.8%	+8.2%	−10.2%	−32.7%	$99M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

PBD vs FRNW

PBD

Invesco Global Clean Energy

$5,855

FRNW

Fidelity Clean Energy

$8,033

MeasurePBDFRNW

Fee0.75%0.39%

Cost on $10k a year$75$39

Yield1.63%1.13%

5 years, per year−10.2%−4.3%

3 years, per year+8.2%+17.0%

Worst drop · 1Y−32.7%−28.4%

Volatility · 1Y26.1%27.5%

4–2measures won
FRNW first

28.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: PBD, FRNW, SMH, DRAM

Today

28.2%most shared, PBD and FRNW

PBDFRNWSMHDRAM

PBD—28.2%0.0%0.0%

FRNW28.2%—0.0%0.0%

SMH0.0%0.0%—3.3%

DRAM0.0%0.0%3.3%—

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

Income After Fees on $10,000

$88most kept, PBD

PBD$163 − $75 = $88

FRNW$113 − $39 = $74

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

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