PBD vs SMH

APBD

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PBD and SMH

PBD

SMH

Invesco Global Clean Energy ETF · $98MVanEck Semiconductor ETF · $60.7B

+6.2%3 years · per year$11,968 · $33,815+50.1%

−11.5%5 years · per year$5,435 · $36,298+29.4%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

1.65%12-mo yield$165 · $23 on $10k0.23%

−32.9%Worst dropSmaller wins−33.1%

26.4%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBD · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 SMH

PBD

Invesco Global Clean Energy

$5,435

SMH

VanEck Semiconductor

$36,298

MeasurePBDSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield1.65%0.23%

5 years, per year−11.5%+29.4%

3 years, per year+6.2%+50.1%

Worst drop · 1Y−32.9%−33.1%

Volatility · 1Y26.4%43.1%

3–3measures won
level

0.0%

holdings shared

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

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

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

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, SMH, SCHD, DRAM

Today

8.2%most shared, SMH and SCHD

PBDSMHSCHDDRAM

PBD—0.0%0.0%0.0%

SMH0.0%—8.2%3.1%

SCHD0.0%8.2%—0.0%

DRAM0.0%3.1%0.0%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PBD$165 − $75 = $90

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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