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PBW and ICLN share 13.7% of their holdings.
| Side by side | PBW | ICLN | LIT |
|---|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.63% | 0.38% | 0.75% |
| Cost per year on $10k | $63 | $38 | $75 |
| Trailing 12-mo yield | 2.57% | 1.17% | 0.82% |
| Income per year on $10k | $257 | $117 | $82 |
| YTD | −13.4% | −4.2% | −5.7% |
| 1 year | −18.5% | −6.1% | +1.6% |
| 3 years · per year | +1.7% | +6.7% | +8.0% |
| 5 years · per year | −18.5% | −6.7% | −6.3% |
| Worst drop · 1Y | −47.1% | −34.4% | −33.5% |
| Volatility · 1Y | 43.0% | 30.9% | 30.5% |
| Holdings | 72 | 103 | 41 |
| Assets | $301M | $2.0B | $1.1B |
| Leverage | None | None | None |
| Since | 2005 | 2008 | 2010 |
Highlighted = best in the row. Returns include dividends.