VCLN vs LIT

AVCLN

BLIT

Measures won5–1VCLN wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VCLN $9,539

Lowest cost0.35%SMH · $35 on $10k

Most income2.09%VCLN · $209 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

+19.3%3 years · per year$16,960 · $12,948+9.0%

−0.9%5 years · per year$9,539 · $6,877−7.2%

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

2.09%12-mo yield$209 · $84 on $10k0.84%

−30.8%Worst dropSmaller wins−34.4%

30.7%VolatilityLower wins30.4%

5–1VCLN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVCLN · LIT

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

Held in common0.0%

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%	$57.7B
2	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.09%	−3.6%	0.0%	+0.1%	+19.3%	−0.9%	−30.8%	$5M
3	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B

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%	$57.7B
2	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.09%	−3.6%	0.0%	+0.1%	+19.3%	−0.9%	−30.8%	$5M
3	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B

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

VCLN vs LIT

VCLN

Virtus Duff & Phelps Clean Energy

$9,539

LIT

Global X - Lithium & Battery Tech

$6,877

MeasureVCLNLIT

Fee0.59%0.75%

Cost on $10k a year$59$75

Yield2.09%0.84%

5 years, per year−0.9%−7.2%

3 years, per year+19.3%+9.0%

Worst drop · 1Y−30.8%−34.4%

Volatility · 1Y30.7%30.4%

5–1measures won
VCLN first

0.0%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VCLN, LIT, SMH

Today

0.0%most shared, VCLN and LIT

VCLNLITSMH

VCLN—0.0%0.0%

LIT0.0%—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

$150most kept, VCLN

VCLN$209 − $59 = $150

LIT$84 − $75 = $9

SMH$25 − $35 = −$10

KeptFee

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