Compare · 3 funds side by side · dividends reinvested

IPAV, SHPP and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,861XLF · 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 XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.03%+19.6%+22.3%+15.6%[…]−11.1%16.2%$2M1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B1.6

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.59%+2.7%+6.5%[…][…]−17.2%19.7%$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 12, 2026 · returns include dividends · since: IPAV 2024 · SHPP 2022 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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 7.3% in common

IPAV

More Ways to See the Pairs

IPAV vs SHPP: Top 5 Holdings

Today

IPAV

17.6%in top 5

SHPP

in top 538.6%

IPAVStockSHPP

not top 5SAP.DE11.6%

not top 5UNP9.4%

not top 5ABBN.SW8.1%

not top 5CSX5.1%

not top 5UPS

Cost, Income and Risk

Fees: IPAV, SHPP, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IPAV0.55%$55

SHPP0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IPAV, SHPP, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SHPP

+2.7%Year to dateJan 1 → Nov 12+19.6%

+6.5%1 yearTotal return+22.3%

[…]3 years · per year$10,000 became […] · $15,466+15.6%

[…]5 years · per year[…]

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

1.59%Trailing 12-mo yield$159 · $303 a year on $10k3.03%

−17.2%Worst dropSmaller is better−11.1%

19.7%VolatilityLower is calmer16.2%

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

1–5SHPP wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

3.7%CNR.TOnot top 5

3.6%LT.NSnot top 5

3.6%CP.TOnot top 5

3.3%MT.ASnot top 5

3.3%HEI.DEnot top 5

Held in common7.3%

End-of-day Nov 12, 2026 · share of each fund

IPAV vs SHPP Returns, Every Period

1Y

Global XIPAV

+6.5%

past year

SHPPPacer

+22.3%

past year

IPAVSHPPFaded: behind in that period

0–2SHPP wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: IPAV vs SHPP

YTD

Global XIPAV

+2.7%

SHPPPacer

+19.6%

+2.7%Year to date+19.6%

−17.2%Worst drop · 1Y−11.1%

19.7%Volatility · 1Y16.2%

1.6%Yield3.0%

$6.0MAssets$2.1M

4–0SHPP wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.03%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.03%$303

IPAV1.59%$159

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$243most kept, SHPP

SHPP$303 − $60 = $243

XLF$142 − $8 = $134

IPAV$159 − $55 = $104

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IPAV, SHPP, XLF

Today

7.3%most shared, IPAV and SHPP

IPAVSHPPXLF

IPAV—7.3%0.0%

SHPP7.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.3%SHPP, at 16.2% volatility

XLFWorst drop−14.8%15.3% vol

SHPPWorst drop−11.1%16.2% vol

IPAVWorst drop−17.2%19.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPXLF

+19.6%Year to date+7.6%

3.0%Yield1.4%

+22.3%Past year+11.1%

0.60%Fee0.08%

3–1SHPP wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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IPAV, SHPP and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three