PBW vs SMH

APBW

BSMH

Measures won1–5SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · PBW $3,599

Lowest cost0.35%SMH · $35 on $10k

Most income2.52%PBW · $252 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common1.4%PBW and SMH

PBW

SMH

Invesco WilderHill Clean Energy ETF · $296MVanEck Semiconductor ETF · $65.4B

+4.6%3 years · per year$11,432 · $37,049+54.7%

−18.5%5 years · per year$3,599 · $38,820+31.2%

0.63%Expense ratio$63 · $35 on $10k · lower wins0.35%

2.52%12-mo yield$252 · $22 on $10k0.22%

−47.1%Worst dropSmaller wins−24.6%

43.0%VolatilityLower wins41.2%

1–5SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBW · SMH

1.6%MPWR1.4%

Held in common1.4%

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
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
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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 SMH

PBW

Invesco WilderHill Clean Energy

$3,599

SMH

VanEck Semiconductor

$38,820

MeasurePBWSMH

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield2.52%0.22%

5 years, per year−18.5%+31.2%

3 years, per year+4.6%+54.7%

Worst drop · 1Y−47.1%−24.6%

Volatility · 1Y43.0%41.2%

5–1measures won
SMH first

1.4%

holdings shared

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

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

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

Overlap: PBW, SMH, DRAM

Today

3.3%most shared, SMH and DRAM

PBWSMHDRAM

PBW—1.4%0.0%

SMH1.4%—3.3%

DRAM0.0%3.3%—

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

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

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