TAN vs ACES

ATAN

BACES

Measures won2–4ACES wins · of 6 · 5Y

$10,000 · 5Y$4,626TAN · ACES $3,630

Lowest cost0.55%ACES · $55 on $10k

Most income0.68%ACES · $68 on $10k

Smallest drop−40.5%ACES · worst fall in 1Y

Held in common33.9%TAN and ACES

TAN

ACES

Invesco Solar ETF · $1.1BALPS Clean Energy ETF · $92M

+3.4%3 years · per year$11,042 · $9,618−1.3%

−14.3%5 years · per year$4,626 · $3,630−18.3%

0.70%Expense ratio$70 · $55 on $10k · lower wins0.55%

0.00%12-mo yield$0 · $68 on $10k0.68%

−45.6%Worst dropSmaller wins−40.5%

38.3%VolatilityLower wins33.3%

2–4ACES wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAN · ACES

12.7%NXT6.7%

9.9%FSLR5.3%

5.2%HASI5.6%

6.2%ENPH4.4%

Held in common33.9%

End-of-day Nov 6, 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	ATAN	Invesco Solar ETFRead Desk		0.70%	0.00%	+3.4%	−7.2%	−11.1%	+3.4%	−14.3%	−45.6%	$1.1B
2	BACES	ALPS Clean Energy ETFRead Desk		0.55%	0.68%	+1.8%	−14.9%	−21.9%	−1.3%	−18.3%	−40.5%	$92M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ATAN	Invesco Solar ETFRead Desk		0.70%	0.00%	+3.4%	−7.2%	−11.1%	+3.4%	−14.3%	−45.6%	$1.1B
2	BACES	ALPS Clean Energy ETFRead Desk		0.55%	0.68%	+1.8%	−14.9%	−21.9%	−1.3%	−18.3%	−40.5%	$92M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAN vs ACES

TAN

Invesco Solar

$4,627

ACES

ALPS Clean Energy

$3,630

MeasureTANACES

Fee0.70%0.55%

Cost on $10k a year$70$55

Yield0.00%0.68%

5 years, per year−14.3%−18.3%

3 years, per year+3.4%−1.3%

Worst drop · 1Y−45.6%−40.5%

Volatility · 1Y38.3%33.3%

4–2measures won
ACES first

33.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TAN, ACES

Today

33.9%most shared, TAN and ACES

TANACES

TAN—33.9%

ACES33.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13most kept, ACES

ACES$68 − $55 = $13

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee