TAN vs PWRZ

ATAN

BPWRZ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · TAN $4,525

Lowest cost0.35%SMH · $35 on $10k

Most income1.64%PWRZ · $164 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common9.5%TAN and PWRZ

TAN

PWRZ

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

+1.9%3 years · per year$10,566 · […][…]

−14.7%5 years · per year$4,525 · […][…]

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

0.00%12-mo yield$0 · $164 on $10k1.64%

−45.6%Worst dropSmaller wins[…]

38.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTAN · PWRZ

5.2%HASI6.9%

4.4%CWEN6.1%

Held in common9.5%

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	ATAN	Invesco Solar ETFRead Desk	0.70%	0.00%	−3.7%	−10.2%	−8.0%	+1.9%	−14.7%	−45.6%	$937M
3	BPWRZ	TrueShares Eagle Global Next Gen Power Infrastructure ETFRead Desk	0.75%	1.64%	+0.5%	new	new	new	new	[…]	$12M

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	ATAN	Invesco Solar ETFRead Desk	0.70%	0.00%	−3.7%	−10.2%	−8.0%	+1.9%	−14.7%	−45.6%	$937M
3	BPWRZ	TrueShares Eagle Global Next Gen Power Infrastructure ETFRead Desk	0.75%	1.64%	+0.5%	new	new	new	new	[…]	$12M

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

TAN vs PWRZ

TAN

Invesco Solar

$4,525

PWRZ

TrueShares Eagle Global Next Gen Power Infrastructure

[…]

MeasureTANPWRZ

Fee0.70%0.75%

Cost on $10k a year$70$75

Yield0.00%1.64%

5 years, per year−14.7%[…]

3 years, per year+1.9%[…]

Worst drop · 1Y−45.6%[…]

Volatility · 1Y38.8%[…]

1–1measures won
level

9.5%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TAN, PWRZ, SMH

Today

9.5%most shared, TAN and PWRZ

TANPWRZSMH

TAN—9.5%0.0%

PWRZ9.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, PWRZ

PWRZ$164 − $75 = $89

SMH$25 − $35 = −$10

TAN$0 − $70 = −$70

KeptFee

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