Compare · 4 funds side by side · dividends reinvested

GLIX, SHPP, SMH and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

GLIX, SHPP, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.05%+19.0%+23.7%+15.2%[…]−11.1%16.2%$2M2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.5

Lazard Listed Infrastructure ETFThematic · Infrastructure0.96%2.31%+14.9%+15.5%[…][…]−10.1%12.3%$50M2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: GLIX 2025 · SHPP 2022 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

SHPP

GLIX

Lazard Listed Infrastructure ETF · $50M[…]

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

SHPPMeasureGLIX

+19.0%Year to dateJan 1 → Nov 9+14.9%

+23.7%1 yearTotal return+15.5%

+15.2%3 years · per year$10,000 became $15,291 · […][…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $96 a year on $10k · lower is better0.96%

3.05%Trailing 12-mo yield$305 · $231 a year on $10k2.31%

−11.1%Worst dropSmaller is better−10.1%

16.2%VolatilityLower is calmer12.3%

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

4–2SHPP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHPP vs GLIX: Top 5 Holdings

Today

SHPP

38.5%in top 5

GLIX

in top 523.3%

SHPPStockGLIX

11.9%SAP.DEnot top 5

9.3%UNPnot top 5

8.0%ABBN.SWnot top 5

not top 5DG.PA5.7%

not top 5NG.L5.6%

not top 5AMT5.5%

4.9%CSXnot top 5

4.4%UPSnot top 5

not top 5ED3.2%

not top 5EXC3.2%

Held in common10.1%

End-of-day Nov 9, 2026 · share of each fund

SHPP vs GLIX Returns, Every Period

PacerSHPP

+23.7%

past year

GLIXLazard

+15.5%

past year

SHPPGLIXFaded: behind in that period

2–0SHPP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SHPP vs XLE

YTD

PacerSHPP

+19.0%

XLESPDR

+41.3%

+19.0%Year to date+41.3%

−11.1%Worst drop · 1Y−15.0%

16.2%Volatility · 1Y23.3%

3.0%Yield2.5%

$2.0MAssets$40.5B

3–1SHPP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLIX, SHPP, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

SHPP0.60%$60

GLIX0.96%$96

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GLIX, SHPP, SMH, XLE

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

XLE2.46%$246

GLIX2.31%$231

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

XLE$246 − $8 = $238

GLIX$231 − $96 = $135

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GLIX, SHPP, SMH, XLE

Today

10.1%most shared, GLIX and SHPP

GLIXSHPPSMHXLE

GLIX—10.1%0.0%0.0%

SHPP10.1%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

GLIXWorst drop−10.1%12.3% vol

SHPPWorst drop−11.1%16.2% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPXLE

+19.0%Year to date+41.3%

3.0%Yield2.5%

+23.7%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026