Compare · 3 funds side by side · dividends reinvested

IPAV, SHPP and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,316XLE · best of the three

Story of the three · IncomeMost incomeSHPP · 3.03% · $303 a year on $10k

Story of the three · RiskSmallest drop

IPAV, SHPP and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.9B1.5

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.03%+19.6%+23.1%+15.5%[…]−11.1%16.2%$2M1.7

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.8%+8.1%[…][…]−17.2%19.6%$6M2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: IPAV 2024 · SHPP 2022 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SHPP

IPAV

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

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

SHPP

More Ways to See the Pairs

SHPP vs IPAV: Top 5 Holdings

Today

SHPP

38.7%in top 5

IPAV

in top 517.6%

SHPPStockIPAV

11.7%SAP.DEnot top 5

9.5%UNPnot top 5

8.1%ABBN.SWnot top 5

5.0%CSXnot top 5

4.4%UPSnot top 5

Cost, Income and Risk

Fees: IPAV, SHPP, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IPAV0.55%$55

SHPP0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IPAV, SHPP, XLE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IPAV

+19.6%Year to dateJan 1 → Nov 11+3.8%

+23.1%1 yearTotal return+8.1%

+15.5%3 years · per year$10,000 became $15,426 · […][…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $55 a year on $10k · lower is better0.55%

3.03%Trailing 12-mo yield$303 · $157 a year on $10k1.57%

−11.1%Worst dropSmaller is better−17.2%

16.2%VolatilityLower is calmer19.6%

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

5–1SHPP wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNR.TO3.7%

not top 5CP.TO3.6%

not top 5LT.NS3.6%

not top 5HEI.DE3.4%

not top 5MT.AS3.3%

Held in common7.3%

End-of-day Nov 11, 2026 · share of each fund

SHPP vs IPAV Returns, Every Period

1Y

PacerSHPP

+23.1%

past year

IPAVGlobal X

+8.1%

past year

SHPPIPAVFaded: behind in that period

2–0SHPP wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SHPP vs XLE

YTD

PacerSHPP

+19.6%

XLESPDR

+44.5%

+19.6%Year to date+44.5%

−11.1%Worst drop · 1Y−15.0%

16.2%Volatility · 1Y23.3%

3.0%Yield2.4%

$2.0MAssets$40.9B

3–1SHPP wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.03%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.03%$303

XLE2.40%$240

IPAV1.57%$157

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$243most kept, SHPP

SHPP$303 − $60 = $243

XLE$240 − $8 = $232

IPAV$157 − $55 = $102

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IPAV, SHPP, XLE

Today

7.3%most shared, IPAV and SHPP

IPAVSHPPXLE

IPAV—7.3%0.0%

SHPP7.3%—0.0%

XLE0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.3%XLE, at 23.3% volatility

SHPPWorst drop−11.1%16.2% vol

IPAVWorst drop−17.2%19.6% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPXLE

+19.6%Year to date+44.5%

3.0%Yield2.4%

+23.1%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IPAV, SHPP and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three