Compare · 3 funds side by side · dividends reinvested

SHPP, IPAV and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

SHPP, IPAV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%2.95%+23.1%+26.4%+17.6%[…]−11.1%15.6%$2M1.7

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.7%+7.6%[…][…]−17.2%19.2%$6M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: SHPP 2022 · IPAV 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SHPPMeasureIPAV

+23.1%Year to dateJan 1 → Nov 4+3.7%

+26.4%1 yearTotal return+7.6%

+17.6%3 years · per year$10,000 became $16,259 · […][…]

[…]5 years · per year[…]

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

2.95%Trailing 12-mo yield$295 · $157 a year on $10k1.57%

−11.1%Worst dropSmaller is better−17.2%

15.6%VolatilityLower is calmer19.2%

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

5–1SHPP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHPP vs IPAV: Top 5 Holdings

Today

SHPP

38.2%in top 5

IPAV

in top 517.0%

SHPPStockIPAV

11.3%SAP.DEnot top 5

9.4%UNPnot top 5

8.4%ABBN.SWnot top 5

4.9%CSXnot top 5

4.3%UPSnot top 5

not top 5CNR.TO3.7%

not top 5CP.TO3.6%

not top 5LT.NS3.4%

not top 55401.T3.1%

not top 5HOLN.SW3.1%

Held in common7.3%

End-of-day Nov 4, 2026 · share of each fund

SHPP vs IPAV Returns, Every Period

PacerSHPP

+26.4%

past year

IPAVGlobal X

+7.6%

past year

SHPPIPAVFaded: behind in that period

2–0SHPP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: SHPP vs IPAV

YTD

PacerSHPP

+23.1%

IPAVGlobal X

+3.7%

+23.1%Year to date+3.7%

−11.1%Worst drop · 1Y−17.2%

15.6%Volatility · 1Y19.2%

2.9%Yield1.6%

$2.1MAssets$5.9M

4–0SHPP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHPP, IPAV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IPAV0.55%$55

SHPP0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SHPP, IPAV, SMH

2.95%highest, SHPP

FundTrailing yieldYield$10k

SHPP2.95%$295

IPAV1.57%$157

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$235most kept, SHPP

SHPP$295 − $60 = $235

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SHPP, IPAV, SMH

Today

7.3%most shared, SHPP and IPAV

SHPPIPAVSMH

SHPP—7.3%0.0%

IPAV7.3%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

SHPPWorst drop−11.1%15.6% vol

IPAVWorst drop−17.2%19.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPSMH

+23.1%Year to date+40.0%

2.9%Yield0.2%

+26.4%Past year+38.2%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026