PBW vs LIT

APBW

BLIT

Measures won2–4LIT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · LIT $6,877

Lowest cost0.35%SMH · $35 on $10k

Most income2.70%PBW · $270 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common4.5%PBW and LIT

PBW

LIT

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

+1.6%3 years · per year$10,496 · $12,948+9.0%

−20.4%5 years · per year$3,191 · $6,877−7.2%

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

2.70%12-mo yield$270 · $84 on $10k0.84%

−47.1%Worst dropSmaller wins−34.4%

43.2%VolatilityLower wins30.4%

2–4LIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBW · LIT

1.7%TSLA4.6%

1.3%SQM4.0%

1.3%ALB5.4%

0.9%SGML0.2%

Held in common4.5%

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%	$65.4B
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B
3	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$296M

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%	$65.4B
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B
3	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$296M

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

PBW vs LIT

PBW

Invesco WilderHill Clean Energy

$3,191

LIT

Global X - Lithium & Battery Tech

$6,877

MeasurePBWLIT

Fee0.63%0.75%

Cost on $10k a year$63$75

Yield2.70%0.84%

5 years, per year−20.4%−7.2%

3 years, per year+1.6%+9.0%

Worst drop · 1Y−47.1%−34.4%

Volatility · 1Y43.2%30.4%

4–2measures won
LIT first

4.5%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBW, LIT, SMH

Today

4.5%most shared, PBW and LIT

PBWLITSMH

PBW—4.5%1.3%

LIT4.5%—0.0%

SMH1.3%0.0%—

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

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

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