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PBW and LIT share 4.7% of their holdings.
| Side by side | PBW | LIT |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.63% | 0.75% |
| Cost per year on $10k | $63 | $75 |
| Trailing 12-mo yield | 2.64% | 0.84% |
| Income per year on $10k | $264 | $84 |
| YTD | −15.6% | −7.0% |
| 1 year | −20.0% | −4.3% |
| 3 years · per year | +1.6% | +8.8% |
| 5 years · per year | −19.3% | −7.3% |
| Worst drop · 1Y | −47.1% | −34.4% |
| Volatility · 1Y | 43.0% | 30.4% |
| Holdings | 72 | 41 |
| Assets | $287M | $1.1B |
| Leverage | None | None |
| Since | 2005 | 2010 |
Highlighted = best in the row. Returns include dividends.