Compare · 4 funds side by side · dividends reinvested

IPAV, SHPP, SMH and XLF

IPAVGlobal X×SHPPPacer×SMHVanEck×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

IPAV, SHPP, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.1

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.11%+16.5%+20.1%+15.1%[…]−11.1%16.1%$2M2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+4.5%[…][…]−17.2%19.5%$6M3.2

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

End-of-day Nov 6, 2026 · returns include dividends · since: IPAV 2024 · SHPP 2022 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

SHPP

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

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

IPAVMeasureSHPP

+0.4%Year to dateJan 1 → Nov 6+16.5%

+4.5%1 yearTotal return+20.1%

[…]3 years · per year$10,000 became […] · $15,234+15.1%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $60 a year on $10k · lower is better0.60%

1.62%Trailing 12-mo yield$162 · $311 a year on $10k3.11%

−17.2%Worst dropSmaller is better−11.1%

19.5%VolatilityLower is calmer16.1%

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

1–5SHPP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IPAV vs SHPP: Top 5 Holdings

Today

IPAV

17.5%in top 5

SHPP

in top 538.6%

IPAVStockSHPP

not top 5SAP.DE12.0%

not top 5UNP9.3%

not top 5ABBN.SW7.9%

not top 5CSX5.0%

not top 5UPS4.4%

3.7%CNR.TOnot top 5

3.7%CP.TOnot top 5

3.5%LT.NSnot top 5

3.3%HEI.DEnot top 5

3.3%HOLN.SWnot top 5

Held in common7.4%

End-of-day Nov 6, 2026 · share of each fund

IPAV vs SHPP Returns, Every Period

Global XIPAV

+4.5%

past year

SHPPPacer

+20.1%

past year

IPAVSHPPFaded: behind in that period

0–2SHPP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: IPAV vs SHPP

YTD

Global XIPAV

+0.4%

SHPPPacer

+16.5%

+0.4%Year to date+16.5%

−17.2%Worst drop · 1Y−11.1%

19.5%Volatility · 1Y16.1%

1.6%Yield3.1%

$6.0MAssets$2.0M

4–0SHPP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IPAV, SHPP, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

IPAV0.55%$55

SHPP0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IPAV, SHPP, SMH, XLF

3.11%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.11%$311

IPAV1.62%$162

XLF1.44%$144

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$251most kept, SHPP

SHPP$311 − $60 = $251

XLF$144 − $8 = $136

IPAV$162 − $55 = $107

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IPAV, SHPP, SMH, XLF

Today

7.4%most shared, IPAV and SHPP

IPAVSHPPSMHXLF

IPAV—7.4%0.0%0.0%

SHPP7.4%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

XLFWorst drop−14.8%15.3% vol

SHPPWorst drop−11.1%16.1% vol

IPAVWorst drop−17.2%19.5% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPSMH

+16.5%Year to date+28.8%

3.1%Yield0.2%

+20.1%Past year+29.5%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026