PBD vs TAN

APBD

BTAN

Measures won5–1PBD wins · of 6 · 5Y

$10,000 · 5Y$5,421PBD · TAN $4,626

Lowest cost0.70%TAN · $70 on $10k

Most income1.70%PBD · $170 on $10k

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

Held in common19.1%PBD and TAN

PBD

TAN

Invesco Global Clean Energy ETF · $102MInvesco Solar ETF · $1.0B

+6.9%3 years · per year$12,220 · $11,042+3.4%

−11.5%5 years · per year$5,421 · $4,626−14.3%

0.75%Expense ratio$75 · $70 on $10k · lower wins0.70%

1.70%12-mo yield$170 · $0 on $10k0.00%

−32.9%Worst dropSmaller wins−45.6%

26.2%VolatilityLower wins38.3%

5–1PBD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBD · TAN

1.2%SHLS3.2%

1.2%ARRY2.0%

1.1%RUN4.7%

1.1%HASI5.2%

Held in common19.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$102M
2	BTAN	Invesco Solar ETFRead Desk		0.70%	0.00%	+3.4%	−7.2%	−11.1%	+3.4%	−14.3%	−45.6%	$1.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.70%	+1.3%	−5.0%	−9.1%	+6.9%	−11.5%	−32.9%	$102M
2	BTAN	Invesco Solar ETFRead Desk		0.70%	0.00%	+3.4%	−7.2%	−11.1%	+3.4%	−14.3%	−45.6%	$1.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBD vs TAN

PBD

Invesco Global Clean Energy

$5,421

TAN

Invesco Solar

$4,627

MeasurePBDTAN

Fee0.75%0.70%

Cost on $10k a year$75$70

Yield1.70%0.00%

5 years, per year−11.5%−14.3%

3 years, per year+6.9%+3.4%

Worst drop · 1Y−32.9%−45.6%

Volatility · 1Y26.2%38.3%

5–1measures won
PBD first

19.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PBD, TAN

Today

19.1%most shared, PBD and TAN

PBDTAN

PBD—19.1%

TAN19.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$95most kept, PBD

PBD$170 − $75 = $95

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee