PBW vs VIG

APBW

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.70%PBW · $270 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.1%PBW and VIG

PBW

VIG

Invesco WilderHill Clean Energy ETF · $296MVanguard Dividend Appreciation ETF · $109B

+1.6%3 years · per year$10,496 · $16,814+18.9%

−20.4%5 years · per year$3,191 · $16,331+10.3%

0.63%Expense ratio$63 · $4 on $10k · lower wins0.04%

2.70%12-mo yield$270 · $149 on $10k1.49%

−47.1%Worst dropSmaller wins−7.9%

43.2%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBW · VIG

1.3%ALB0.1%

Held in common0.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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 VIG

PBW

Invesco WilderHill Clean Energy

$3,191

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePBWVIG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield2.70%1.49%

5 years, per year−20.4%+10.3%

3 years, per year+1.6%+18.9%

Worst drop · 1Y−47.1%−7.9%

Volatility · 1Y43.2%10.8%

5–1measures won
VIG first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: PBW, VIG, SMH

Today

10.3%most shared, VIG and SMH

PBWVIGSMH

PBW—0.1%1.3%

VIG0.1%—10.3%

SMH1.3%10.3%—

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

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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