VCLN vs LIT

AVCLN

BLIT

Measures won5–1VCLN wins · of 6 · 5Y

$10,000 · 5Y$10,205VCLN · LIT $6,921

Lowest cost0.59%VCLN · $59 on $10k

Most income2.05%VCLN · $205 on $10k

Smallest drop−30.8%VCLN · worst fall in 1Y

Held in common0.0%VCLN and LIT

VCLN

LIT

Virtus Duff & Phelps Clean Energy ETF · $5MGlobal X - Lithium & Battery Tech ETF · $1.1B

+20.7%3 years · per year$17,568 · $12,787+8.5%

+0.4%5 years · per year$10,205 · $6,921−7.1%

0.59%Expense ratio$59 · $75 on $10k · lower wins0.75%

2.05%12-mo yield$205 · $84 on $10k0.84%

−30.8%Worst dropSmaller wins−34.4%

30.5%VolatilityLower wins30.4%

5–1VCLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCLN · LIT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk		0.59%	2.05%	+2.2%	+2.0%	+2.8%	+20.7%	+0.4%	−30.8%	$5M
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.84%	+0.1%	−7.0%	−2.9%	+8.5%	−7.1%	−34.4%	$1.1B

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	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk		0.59%	2.05%	+2.2%	+2.0%	+2.8%	+20.7%	+0.4%	−30.8%	$5M
2	BLIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.84%	+0.1%	−7.0%	−2.9%	+8.5%	−7.1%	−34.4%	$1.1B

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

VCLN vs LIT

VCLN

Virtus Duff & Phelps Clean Energy

$10,205

LIT

Global X - Lithium & Battery Tech

$6,921

MeasureVCLNLIT

Fee0.59%0.75%

Cost on $10k a year$59$75

Yield2.05%0.84%

5 years, per year+0.4%−7.1%

3 years, per year+20.7%+8.5%

Worst drop · 1Y−30.8%−34.4%

Volatility · 1Y30.5%30.4%

5–1measures won
VCLN first

0.0%

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$109B

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%

$41.8BAssets$46.0B

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$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VCLN, LIT

Today

0.0%most shared, VCLN and LIT

VCLNLIT

VCLN—0.0%

LIT0.0%—

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

Income After Fees on $10,000

$146most kept, VCLN

VCLN$205 − $59 = $146

LIT$84 − $75 = $9

KeptFee

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