PBW vs SCHD

APBW

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%PBW and SCHD

PBW

SCHD

Invesco WilderHill Clean Energy ETF · $296MSchwab U.S. Dividend Equity ETF · $123B

+4.6%3 years · per year$11,432 · $17,908+21.4%

−18.5%5 years · per year$3,599 · $16,881+11.0%

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

2.52%12-mo yield$252 · $291 on $10k2.91%

−47.1%Worst dropSmaller wins−6.9%

43.0%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBW · SCHD

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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 SCHD

PBW

Invesco WilderHill Clean Energy

$3,599

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePBWSCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield2.52%2.91%

5 years, per year−18.5%+11.0%

3 years, per year+4.6%+21.4%

Worst drop · 1Y−47.1%−6.9%

Volatility · 1Y43.0%11.5%

6–0measures won
SCHD first

0.0%

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX 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

Overlap: PBW, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

PBWSCHDSMH

PBW—0.0%1.4%

SCHD0.0%—8.6%

SMH1.4%8.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

PBW$252 − $63 = $189

SMH$22 − $35 = −$13

KeptFee

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