Compare · 3 funds side by side · dividends reinvested

GLIX, SHPP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

GLIX, SHPP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.05%+18.8%+23.0%+16.0%[…]−11.1%16.0%$2M1.7

Lazard Listed Infrastructure ETFThematic · Infrastructure0.96%2.31%+15.2%+15.4%[…][…]−10.1%12.2%$51M1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: GLIX 2025 · SHPP 2022 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Lazard Listed Infrastructure ETF · $51M[…]

GLIX

SHPP

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

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

GLIXMeasureSHPP

+15.2%Year to dateJan 1 → Nov 5+18.8%

+15.4%1 yearTotal return+23.0%

[…]3 years · per year$10,000 became […] · $15,627+16.0%

[…]5 years · per year[…]

0.96%Expense ratio$96 · $60 a year on $10k · lower is better0.60%

2.31%Trailing 12-mo yield$231 · $305 a year on $10k3.05%

−10.1%Worst dropSmaller is better−11.1%

12.2%VolatilityLower is calmer16.0%

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

2–4SHPP wins

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

More Ways to See the Pairs

GLIX vs SHPP: Top 5 Holdings

Today

GLIX

23.6%in top 5

SHPP

in top 538.4%

GLIXStockSHPP

not top 5SAP.DE11.6%

not top 5UNP9.4%

not top 5ABBN.SW8.1%

5.7%DG.PAnot top 5

5.7%NG.Lnot top 5

5.7%AMTnot top 5

not top 5CSX4.9%

not top 5UPS4.4%

3.2%CCInot top 5

3.2%EDnot top 5

Held in common10.6%

End-of-day Nov 5, 2026 · share of each fund

GLIX vs SHPP Returns, Every Period

LazardGLIX

+15.4%

past year

SHPPPacer

+23.0%

past year

GLIXSHPPFaded: behind in that period

0–2SHPP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: GLIX vs SHPP

YTD

LazardGLIX

+15.2%

SHPPPacer

+18.8%

+15.2%Year to date+18.8%

−10.1%Worst drop · 1Y−11.1%

12.2%Volatility · 1Y16.0%

2.3%Yield3.1%

$51.0MAssets$2.1M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLIX, SHPP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SHPP0.60%$60

GLIX0.96%$96

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GLIX, SHPP, XLF

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

GLIX2.31%$231

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

XLF$144 − $8 = $136

GLIX$231 − $96 = $135

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GLIX, SHPP, XLF

Today

10.6%most shared, GLIX and SHPP

GLIXSHPPXLF

GLIX—10.6%0.0%

SHPP10.6%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.0%SHPP, at 16.0% volatility

GLIXWorst drop−10.1%12.2% vol

XLFWorst drop−14.8%15.3% vol

SHPPWorst drop−11.1%16.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPGLIX

+18.8%Year to date+15.2%

3.1%Yield2.3%

+23.0%Past year+15.4%

0.60%Fee0.96%

4–0SHPP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026