PBW vs LIT

APBW

BLIT

Measures won2–4LIT wins · of 6 · 5Y

$10,000 · 5Y$7,158LIT · PBW $3,599

Lowest cost0.63%PBW · $63 on $10k

Most income2.52%PBW · $252 on $10k

Smallest drop−34.4%LIT · worst fall in 1Y

Held in common4.4%PBW and LIT

PBW

LIT

Invesco WilderHill Clean Energy ETF · $296MGlobal X - Lithium & Battery Tech ETF · $1.1B

+4.6%3 years · per year$11,432 · $13,225+9.8%

−18.5%5 years · per year$3,599 · $7,158−6.5%

0.63%Expense ratio$63 · $75 on $10k · lower wins0.75%

2.52%12-mo yield$252 · $81 on $10k0.81%

−47.1%Worst dropSmaller wins−34.4%

43.0%VolatilityLower wins30.5%

2–4LIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBW · LIT

1.7%TSLA4.8%

1.3%ALB5.3%

1.3%SQM3.8%

0.9%SGML0.2%

Held in common4.4%

End-of-day Nov 4, 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	BLIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.52%	+0.7%	−11.8%	−17.8%	+4.6%	−18.5%	−47.1%	$296M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BLIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.52%	+0.7%	−11.8%	−17.8%	+4.6%	−18.5%	−47.1%	$296M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBW vs LIT

PBW

Invesco WilderHill Clean Energy

$3,599

LIT

Global X - Lithium & Battery Tech

$7,158

MeasurePBWLIT

Fee0.63%0.75%

Cost on $10k a year$63$75

Yield2.52%0.81%

5 years, per year−18.5%−6.5%

3 years, per year+4.6%+9.8%

Worst drop · 1Y−47.1%−34.4%

Volatility · 1Y43.0%30.5%

4–2measures won
LIT first

4.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PBW, LIT

Today

4.4%most shared, PBW and LIT

PBWLIT

PBW—4.4%

LIT4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$189most kept, PBW

PBW$252 − $63 = $189

LIT$81 − $75 = $6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee