VCLN vs PBW

AVCLN

BPBW

Measures won5–1VCLN wins · of 6 · 5Y

$10,000 · 5Y$9,674VCLN · PBW $3,341

Lowest cost0.59%VCLN · $59 on $10k

Most income2.55%PBW · $255 on $10k

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

Held in common11.6%VCLN and PBW

VCLN

PBW

Virtus Duff & Phelps Clean Energy ETF · $5MInvesco WilderHill Clean Energy ETF · $299M

+20.1%3 years · per year$17,325 · $11,276+4.1%

−0.7%5 years · per year$9,674 · $3,341−19.7%

0.59%Expense ratio$59 · $63 on $10k · lower wins0.63%

2.06%12-mo yield$206 · $255 on $10k2.55%

−30.8%Worst dropSmaller wins−47.1%

30.6%VolatilityLower wins43.3%

5–1VCLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCLN · PBW

9.1%NXT2.6%

8.0%FSLR2.1%

2.8%ORA2.0%

2.2%ENPH1.5%

Held in common11.6%

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	BPBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$299M

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	BPBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$299M

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 PBW

VCLN

Virtus Duff & Phelps Clean Energy

$9,674

PBW

Invesco WilderHill Clean Energy

$3,340

MeasureVCLNPBW

Fee0.59%0.63%

Cost on $10k a year$59$63

Yield2.06%2.55%

5 years, per year−0.7%−19.7%

3 years, per year+20.1%+4.1%

Worst drop · 1Y−30.8%−47.1%

Volatility · 1Y30.6%43.3%

5–1measures won
VCLN first

11.6%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VCLN, PBW

Today

11.6%most shared, VCLN and PBW

VCLNPBW

VCLN—11.6%

PBW11.6%—

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

Income After Fees on $10,000

$192most kept, PBW

PBW$255 − $63 = $192

VCLN$206 − $59 = $147

KeptFee

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