VCLN vs IPAV

AVCLN

BIPAV

Measures won1–3IPAV wins · of 6 · 5Y

$10,000 · 5Y$9,674VCLN

Lowest cost0.55%IPAV · $55 on $10k

Most income2.06%VCLN · $206 on $10k

Smallest drop−17.2%IPAV · worst fall in 1Y

Held in common3.0%VCLN and IPAV

VCLN

IPAV

Virtus Duff & Phelps Clean Energy ETF · $5MGlobal X Infrastructure Development ex-U.S. ETF · $6M

+20.1%3 years · per year$17,325 · […][…]

−0.7%5 years · per year$9,674 · […][…]

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

2.06%12-mo yield$206 · $162 on $10k1.62%

−30.8%Worst dropSmaller wins−17.2%

30.6%VolatilityLower wins19.5%

1–3IPAV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCLN · IPAV

2.5%PRY.MI2.2%

1.6%STR.VI0.4%

2.5%MAIRE.MI0.3%

Held in common3.0%

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	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
2	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk		0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M

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	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
2	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk		0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M

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 IPAV

VCLN

Virtus Duff & Phelps Clean Energy

$9,674

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureVCLNIPAV

Fee0.59%0.55%

Cost on $10k a year$59$55

Yield2.06%1.62%

5 years, per year−0.7%[…]

3 years, per year+20.1%[…]

Worst drop · 1Y−30.8%−17.2%

Volatility · 1Y30.6%19.5%

3–1measures won
IPAV first

3.0%

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: VCLN, IPAV

Today

3.0%most shared, VCLN and IPAV

VCLNIPAV

VCLN—3.0%

IPAV3.0%—

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

Income After Fees on $10,000

$147most kept, VCLN

VCLN$206 − $59 = $147

IPAV$162 − $55 = $107

KeptFee

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