PBD vs TAN

APBD

BTAN

Measures won5–1PBD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PBD $5,435

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 common19.3%PBD and TAN

PBD

TAN

Invesco Global Clean Energy ETF · $98MInvesco Solar ETF · $1.1B

+6.2%3 years · per year$11,968 · $10,559+1.8%

−11.5%5 years · per year$5,435 · $4,521−14.7%

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

1.65%12-mo yield$165 · $0 on $10k0.00%

−32.9%Worst dropSmaller wins−45.6%

26.4%VolatilityLower wins38.3%

5–1PBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBD · TAN

1.3%SHLS3.5%

1.3%ARRY2.2%

1.1%RUN4.7%

1.0%SLR.MC3.1%

Held in common19.3%

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 Three

5Y3 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	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.65%	+2.8%	−2.3%	−5.6%	+6.2%	−11.5%	−32.9%	$98M
3	BTAN	Invesco Solar ETFRead Desk	0.70%	0.00%	−0.9%	−8.0%	−10.1%	+1.8%	−14.7%	−45.6%	$1.1B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	APBD	Invesco Global Clean Energy ETFRead Desk	0.75%	1.65%	+2.8%	−2.3%	−5.6%	+6.2%	−11.5%	−32.9%	$98M
3	BTAN	Invesco Solar ETFRead Desk	0.70%	0.00%	−0.9%	−8.0%	−10.1%	+1.8%	−14.7%	−45.6%	$1.1B

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 TAN

PBD

Invesco Global Clean Energy

$5,435

TAN

Invesco Solar

$4,521

MeasurePBDTAN

Fee0.75%0.70%

Cost on $10k a year$75$70

Yield1.65%0.00%

5 years, per year−11.5%−14.7%

3 years, per year+6.2%+1.8%

Worst drop · 1Y−32.9%−45.6%

Volatility · 1Y26.4%38.3%

5–1measures won
PBD first

19.3%

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, TAN, SMH

Today

19.3%most shared, PBD and TAN

PBDTANSMH

PBD—19.3%0.0%

TAN19.3%—0.0%

SMH0.0%0.0%—

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

SMH$23 − $35 = −$12

TAN$0 − $70 = −$70

KeptFee

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