Compare · 2 funds side by side · dividends reinvested

FXR and SHPP

FXRFirst Trust×SHPPPacer×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,298FXR · best of the two

02 / 04

FXR and SHPP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.00%+20.8%+23.9%+17.5%[…]−11.1%15.5%$2M1.1

First Trust Industrials/Producer Durables AlphaDEX FundSectors · Industrials0.60%0.74%+12.2%+14.8%+19.6%+8.9%−13.7%19.3%$724M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FXR 2007 · SHPP 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Industrials/Producer Durables AlphaDEX Fund · $724M$15,298

FXR

SHPP

Pacer Industrials and Logistics ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

FXRMeasureSHPP

+12.2%Year to dateJan 1 → Nov 3+20.8%

+14.8%1 yearTotal return+23.9%

+19.6%3 years · per year$10,000 became $17,111 · $16,232+17.5%

+8.9%5 years · per year$10,000 became $15,298 · […][…]

0.60%Expense ratio$60 · $60 a year on $10k · lower is better0.60%

0.74%Trailing 12-mo yield$74 · $300 a year on $10k3.00%

−13.7%Worst dropSmaller is better−11.1%

19.3%VolatilityLower is calmer15.5%

FXRSHPP Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SHPP wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXR vs SHPP: Top 5 Holdings

Today

FXR

6.6%in top 5

SHPP

in top 538.3%

FXRStockSHPP

not top 5SAP.DE11.5%

not top 5UNP9.4%

not top 5ABBN.SW8.2%

not top 5CSX5.0%

not top 5UPS4.3%

1.6%ADTnot top 5

1.3%TRUnot top 5

1.3%PNRnot top 5

1.2%Gnot top 5

1.2%AMTMnot top 5

Held in common7.4%

End-of-day Nov 3, 2026 · share of each fund

FXR vs SHPP Returns, Every Period

First TrustFXR

+14.8%

past year

SHPPPacer

+23.9%

past year

FXRSHPPFaded: behind in that period

1–2SHPP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FXR vs SHPP

YTD

First TrustFXR

+12.2%

SHPPPacer

+20.8%

+12.2%Year to date+20.8%

−13.7%Worst drop · 1Y−11.1%

19.3%Volatility · 1Y15.5%

0.7%Yield3.0%

$724MAssets$2.1M

4–0SHPP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXR, SHPP

Today

0.60%lowest, FXR

FundExpense ratioFee$10k

FXR0.60%$60

SHPP0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FXR, SHPP

3.00%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.00%$300

FXR0.74%$74

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$240most kept, SHPP

SHPP$300 − $60 = $240

FXR$74 − $60 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FXR, SHPP

Today

7.4%most shared, FXR and SHPP

FXRSHPP

FXR—7.4%

SHPP7.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.9%SHPP, at 15.5% volatility

SHPPWorst drop−11.1%15.5% vol

FXRWorst drop−13.7%19.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPFXR

+20.8%Year to date+12.2%

3.0%Yield0.7%

+23.9%Past year+14.8%

0.60%Fee0.60%

3–0SHPP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026