PBD vs LIT

APBD

BLIT

Measures won3–2PBD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · LIT $6,877

Lowest cost0.35%SMH · $35 on $10k

Most income1.72%PBD · $172 on $10k

Smallest drop−32.9%PBD · worst fall in 1Y

Held in common4.0%PBD and LIT

PBD

LIT

Invesco Global Clean Energy ETF · $102MGlobal X - Lithium & Battery Tech ETF · $1.1B

+6.3%3 years · per year$11,998 · $12,948+9.0%

−11.7%5 years · per year$5,370 · $6,877−7.2%

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

1.72%12-mo yield$172 · $84 on $10k0.84%

−32.9%Worst dropSmaller wins−34.4%

26.5%VolatilityLower wins30.4%

3–2PBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBD · LIT

1.2%006400.KS4.3%

1.1%373220.KS3.7%

0.9%1211.HK4.1%

0.8%SQM4.0%

Held in common4.0%

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	BLIT	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	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.72%	−4.9%	−6.2%	−6.9%	+6.3%	−11.7%	−32.9%	$102M

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	BLIT	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	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.72%	−4.9%	−6.2%	−6.9%	+6.3%	−11.7%	−32.9%	$102M

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

PBD vs LIT

PBD

Invesco Global Clean Energy

$5,370

LIT

Global X - Lithium & Battery Tech

$6,877

MeasurePBDLIT

Fee0.75%0.75%

Cost on $10k a year$75$75

Yield1.72%0.84%

5 years, per year−11.7%−7.2%

3 years, per year+6.3%+9.0%

Worst drop · 1Y−32.9%−34.4%

Volatility · 1Y26.5%30.4%

3–2measures won
PBD first

4.0%

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: PBD, LIT, SMH

Today

4.0%most shared, PBD and LIT

PBDLITSMH

PBD—4.0%0.0%

LIT4.0%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$97most kept, PBD

PBD$172 − $75 = $97

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

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