TAN vs PWRZ

ATAN

BPWRZ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$4,890TAN

Lowest cost0.70%TAN · $70 on $10k

Most income1.65%PWRZ · $165 on $10k

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

Held in common9.7%TAN and PWRZ

TAN

PWRZ

Invesco Solar ETF · $937MTrueShares Eagle Global Next Gen Power Infrastructure ETF · $12M

+3.7%3 years · per year$11,138 · […][…]

−13.3%5 years · per year$4,890 · […][…]

0.70%Expense ratio$70 · $75 on $10k · lower wins0.75%

0.00%12-mo yield$0 · $165 on $10k1.65%

−45.6%Worst dropSmaller wins[…]

38.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsTAN · PWRZ

5.2%HASI6.7%

4.5%CWEN6.0%

Held in common9.7%

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

Both

5Y2 funds

#			Trend
1	ATAN	Invesco Solar ETFRead Desk		0.70%	0.00%	+5.7%	−6.8%	−6.8%	+3.7%	−13.3%	−45.6%	$937M
2	BPWRZ	TrueShares Eagle Global Next Gen Power Infrastructure ETFRead Desk		0.75%	1.65%	+2.4%	new	new	new	new	[…]	$12M

End-of-day Nov 4, 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%	+5.7%	−6.8%	−6.8%	+3.7%	−13.3%	−45.6%	$937M
2	BPWRZ	TrueShares Eagle Global Next Gen Power Infrastructure ETFRead Desk		0.75%	1.65%	+2.4%	new	new	new	new	[…]	$12M

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

TAN vs PWRZ

TAN

Invesco Solar

$4,890

PWRZ

TrueShares Eagle Global Next Gen Power Infrastructure

[…]

MeasureTANPWRZ

Fee0.70%0.75%

Cost on $10k a year$70$75

Yield0.00%1.65%

5 years, per year−13.3%[…]

3 years, per year+3.7%[…]

Worst drop · 1Y−45.6%[…]

Volatility · 1Y38.7%[…]

1–1measures won
level

9.7%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TAN, PWRZ

Today

9.7%most shared, TAN and PWRZ

TANPWRZ

TAN—9.7%

PWRZ9.7%—

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

Income After Fees on $10,000

$90most kept, PWRZ

PWRZ$165 − $75 = $90

TAN$0 − $70 = −$70

KeptFee

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