VCLN vs PBW

AVCLN

BPBW

Measures won5–1VCLN wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VCLN $9,674

Lowest cost0.35%SMH · $35 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 · $306M

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	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
3	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$306M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	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
3	BPBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$306M

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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: VCLN, PBW, SMH

Today

11.6%most shared, VCLN and PBW

VCLNPBWSMH

VCLN—11.6%0.0%

PBW11.6%—1.4%

SMH0.0%1.4%—

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

SMH$24 − $35 = −$11

KeptFee

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