VCLN vs EFAS

AVCLN

BEFAS

Measures won0–6EFAS wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · EFAS $19,261

Lowest cost0.06%SCHD · $6 on $10k

Most income5.00%EFAS · $500 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.2%VCLN and EFAS

VCLN

EFAS

Virtus Duff & Phelps Clean Energy ETF · $5MGlobal X - MSCI SuperDividend EAFE ETF · $62M

+20.1%3 years · per year$17,325 · $20,490+27.0%

−0.7%5 years · per year$9,674 · $19,261+14.0%

0.59%Expense ratio$59 · $55 on $10k · lower wins0.55%

2.06%12-mo yield$206 · $500 on $10k5.00%

−30.8%Worst dropSmaller wins−8.4%

30.6%VolatilityLower wins11.7%

0–6EFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVCLN · EFAS

4.5%EDP.LS2.2%

Held in common2.2%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BEFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk	0.55%	5.00%	−1.8%	+18.8%	+26.7%	+27.0%	+14.0%	−8.4%	$62M
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
4	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.06%	+1.3%	+1.4%	−1.8%	+20.1%	−0.7%	−30.8%	$5M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BEFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk	0.55%	5.00%	−1.8%	+18.8%	+26.7%	+27.0%	+14.0%	−8.4%	$62M
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
4	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.06%	+1.3%	+1.4%	−1.8%	+20.1%	−0.7%	−30.8%	$5M

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

VCLN vs EFAS

VCLN

Virtus Duff & Phelps Clean Energy

$9,674

EFAS

Global X - MSCI SuperDividend EAFE

$19,261

MeasureVCLNEFAS

Fee0.59%0.55%

Cost on $10k a year$59$55

Yield2.06%5.00%

5 years, per year−0.7%+14.0%

3 years, per year+20.1%+27.0%

Worst drop · 1Y−30.8%−8.4%

Volatility · 1Y30.6%11.7%

6–0measures won
EFAS first

2.2%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VCLN, EFAS, SMH, SCHD

Today

7.9%most shared, SMH and SCHD

VCLNEFASSMHSCHD

VCLN—2.2%0.0%0.1%

EFAS2.2%—0.0%0.0%

SMH0.0%0.0%—7.9%

SCHD0.1%0.0%7.9%—

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

Income After Fees on $10,000

$445most kept, EFAS

EFAS$500 − $55 = $445

SCHD$300 − $6 = $294

VCLN$206 − $59 = $147

SMH$24 − $35 = −$11

KeptFee

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