PBD vs LIT

APBD

BLIT

Measures won3–2PBD wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · LIT $6,921

Lowest cost0.33%SOXX · $33 on $10k

Most income1.67%PBD · $167 on $10k

Smallest drop−30.7%SOXX · worst fall in 1Y

Held in common4.0%PBD and LIT

PBD

LIT

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

+7.7%3 years · per year$12,476 · $12,787+8.5%

−10.5%5 years · per year$5,744 · $6,921−7.1%

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

1.67%12-mo yield$167 · $84 on $10k0.84%

−32.7%Worst dropSmaller wins−34.4%

26.1%VolatilityLower wins30.4%

3–2PBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBD · LIT

1.2%006400.KS4.4%

1.1%373220.KS3.8%

0.9%1211.HK4.0%

0.8%SQM3.9%

Held in common4.0%

End-of-day Nov 3, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	+0.1%	−7.0%	−2.9%	+8.5%	−7.1%	−34.4%	$1.1B
3	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.67%	+0.9%	−3.5%	−6.3%	+7.7%	−10.5%	−32.7%	$98M

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	+0.1%	−7.0%	−2.9%	+8.5%	−7.1%	−34.4%	$1.1B
3	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.67%	+0.9%	−3.5%	−6.3%	+7.7%	−10.5%	−32.7%	$98M

End-of-day Nov 3, 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

$5,744

LIT

Global X - Lithium & Battery Tech

$6,921

MeasurePBDLIT

Fee0.75%0.75%

Cost on $10k a year$75$75

Yield1.67%0.84%

5 years, per year−10.5%−7.1%

3 years, per year+7.7%+8.5%

Worst drop · 1Y−32.7%−34.4%

Volatility · 1Y26.1%30.4%

3–2measures won
PBD first

4.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PBD, LIT, SOXX

Today

4.0%most shared, PBD and LIT

PBDLITSOXX

PBD—4.0%0.0%

LIT4.0%—0.0%

SOXX0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, PBD

PBD$167 − $75 = $92

LIT$84 − $75 = $9

SOXX$27 − $33 = −$6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee