PBD vs PBW

APBD

BPBW

Measures won4–2PBD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PBD $5,370

Lowest cost0.35%SMH · $35 on $10k

Most income2.70%PBW · $270 on $10k

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

Held in common20.1%PBD and PBW

PBD

PBW

Invesco Global Clean Energy ETF · $102MInvesco WilderHill Clean Energy ETF · $299M

+6.3%3 years · per year$11,998 · $10,496+1.6%

−11.7%5 years · per year$5,370 · $3,191−20.4%

0.75%Expense ratio$75 · $63 on $10k · lower wins0.63%

1.72%12-mo yield$172 · $270 on $10k2.70%

−32.9%Worst dropSmaller wins−47.1%

26.5%VolatilityLower wins43.2%

4–2PBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBD · PBW

1.2%EVGO2.0%

1.2%SHLS1.8%

1.1%ARRY2.7%

1.1%OLED1.8%

Held in common20.1%

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	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.72%	−4.9%	−6.2%	−6.9%	+6.3%	−11.7%	−32.9%	$102M
3	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$299M

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	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.72%	−4.9%	−6.2%	−6.9%	+6.3%	−11.7%	−32.9%	$102M
3	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$299M

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 PBW

PBD

Invesco Global Clean Energy

$5,370

PBW

Invesco WilderHill Clean Energy

$3,191

MeasurePBDPBW

Fee0.75%0.63%

Cost on $10k a year$75$63

Yield1.72%2.70%

5 years, per year−11.7%−20.4%

3 years, per year+6.3%+1.6%

Worst drop · 1Y−32.9%−47.1%

Volatility · 1Y26.5%43.2%

4–2measures won
PBD first

20.1%

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, PBW, SMH

Today

20.1%most shared, PBD and PBW

PBDPBWSMH

PBD—20.1%0.0%

PBW20.1%—1.3%

SMH0.0%1.3%—

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

Income After Fees on $10,000

$207most kept, PBW

PBW$270 − $63 = $207

PBD$172 − $75 = $97

SMH$25 − $35 = −$10

KeptFee

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