PBD vs LIT

APBD

BLIT

Measures won3–2PBD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · LIT $6,938

Lowest cost0.35%SMH · $35 on $10k

Most income1.65%PBD · $165 on $10k

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

Held in common3.9%PBD and LIT

PBD

LIT

Invesco Global Clean Energy ETF · $98MGlobal X - Lithium & Battery Tech ETF · $1.1B

+6.2%3 years · per year$11,968 · $13,120+9.5%

−11.5%5 years · per year$5,435 · $6,938−7.0%

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

1.65%12-mo yield$165 · $82 on $10k0.82%

−32.9%Worst dropSmaller wins−34.4%

26.4%VolatilityLower wins30.3%

3–2PBD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBD · LIT

1.1%373220.KS3.5%

1.0%006400.KS3.7%

0.9%1211.HK4.3%

0.9%SQM4.0%

Held in common3.9%

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	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.82%	+0.7%	−5.0%	+2.6%	+9.5%	−7.0%	−34.4%	$1.1B
3	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.65%	+2.8%	−2.3%	−5.6%	+6.2%	−11.5%	−32.9%	$98M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.82%	+0.7%	−5.0%	+2.6%	+9.5%	−7.0%	−34.4%	$1.1B
3	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.65%	+2.8%	−2.3%	−5.6%	+6.2%	−11.5%	−32.9%	$98M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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 LIT

PBD

Invesco Global Clean Energy

$5,435

LIT

Global X - Lithium & Battery Tech

$6,939

MeasurePBDLIT

Fee0.75%0.75%

Cost on $10k a year$75$75

Yield1.65%0.82%

5 years, per year−11.5%−7.0%

3 years, per year+6.2%+9.5%

Worst drop · 1Y−32.9%−34.4%

Volatility · 1Y26.4%30.3%

3–2measures won
PBD first

3.9%

holdings shared

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

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

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

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, LIT, SMH, DRAM

Today

3.9%most shared, PBD and LIT

PBDLITSMHDRAM

PBD—3.9%0.0%0.0%

LIT3.9%—0.0%0.0%

SMH0.0%0.0%—3.1%

DRAM0.0%0.0%3.1%—

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

Income After Fees on $10,000

$90most kept, PBD

PBD$165 − $75 = $90

LIT$82 − $75 = $7

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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