TAN vs PBW

ATAN

BPBW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$4,860TAN · PBW $3,572

Lowest cost0.63%PBW · $63 on $10k

Most income2.54%PBW · $254 on $10k

Smallest drop−45.6%TAN · worst fall in 1Y

Held in common15.2%TAN and PBW

TAN

PBW

Invesco Solar ETF · $872MInvesco WilderHill Clean Energy ETF · $287M

+2.1%3 years · per year$10,646 · $11,244+4.0%

−13.4%5 years · per year$4,860 · $3,572−18.6%

0.70%Expense ratio$70 · $63 on $10k · lower wins0.63%

0.00%12-mo yield$0 · $254 on $10k2.54%

−45.6%Worst dropSmaller wins−47.1%

38.3%VolatilityLower wins43.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTAN · PBW

12.3%NXT2.3%

9.8%FSLR1.9%

4.2%RUN1.6%

2.9%SHLS1.6%

Held in common15.2%

End-of-day Nov 3, 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%	+3.0%	−11.8%	−11.8%	+2.1%	−13.4%	−45.6%	$872M
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.54%	+3.7%	−12.5%	−19.9%	+4.0%	−18.6%	−47.1%	$287M

End-of-day Nov 3, 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%	+3.0%	−11.8%	−11.8%	+2.1%	−13.4%	−45.6%	$872M
2	BPBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.54%	+3.7%	−12.5%	−19.9%	+4.0%	−18.6%	−47.1%	$287M

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

Cards for this view

TAN vs PBW

TAN

Invesco Solar

$4,860

PBW

Invesco WilderHill Clean Energy

$3,572

MeasureTANPBW

Fee0.70%0.63%

Cost on $10k a year$70$63

Yield0.00%2.54%

5 years, per year−13.4%−18.6%

3 years, per year+2.1%+4.0%

Worst drop · 1Y−45.6%−47.1%

Volatility · 1Y38.3%43.0%

3–3measures won
level

15.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$814B

0–0level

End-of-day Nov 3, 2026

Overlap: TAN, PBW

Today

15.2%most shared, TAN and PBW

TANPBW

TAN—15.2%

PBW15.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$191most kept, PBW

PBW$254 − $63 = $191

TAN$0 − $70 = −$70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee