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$33,824SMH · 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%3.05%+18.8%+23.0%+16.0%[…]−11.1%16.0%$2M1.7

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.8

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+5.4%[…][…]−17.2%19.5%$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 5, 2026 · returns include dividends · since: SHPP 2022 · IPAV 2024 · SMH 2011

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 5+18.8%

+5.4%1 yearTotal return+23.0%

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

[…]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 · $305 a year on $10k3.05%

−17.2%Worst dropSmaller is better−11.1%

19.5%VolatilityLower is calmer16.0%

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

1–5SHPP wins

End-of-day Nov 5, 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

17.2%in top 5

SHPP

in top 538.4%

IPAVStockSHPP

not top 5SAP.DE11.6%

not top 5UNP9.4%

not top 5ABBN.SW8.1%

not top 5CSX4.9%

not top 5UPS4.4%

3.8%CNR.TOnot top 5

3.6%CP.TOnot top 5

3.4%LT.NSnot top 5

3.2%HOLN.SWnot top 5

3.2%HEI.DEnot top 5

Held in common7.4%

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

IPAV vs SHPP Returns, Every Period

Global XIPAV

+5.4%

past year

SHPPPacer

+23.0%

past year

IPAVSHPPFaded: behind in that period

0–2SHPP wins

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

Thematic vs Sector: IPAV vs SHPP

YTD

Global XIPAV

+0.4%

SHPPPacer

+18.8%

+0.4%Year to date+18.8%

−17.2%Worst drop · 1Y−11.1%

19.5%Volatility · 1Y16.0%

1.6%Yield3.1%

$6.0MAssets$2.1M

4–0SHPP wins

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

Yields: SHPP, IPAV, SMH

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

IPAV1.62%$162

SMH0.25%$25

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

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SHPP, IPAV, SMH

Today

7.4%most shared, SHPP and IPAV

SHPPIPAVSMH

SHPP—7.4%0.0%

IPAV7.4%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

SHPPWorst drop−11.1%16.0% vol

IPAVWorst drop−17.2%19.5% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

SHPPSMH

+18.8%Year to date+24.3%

3.1%Yield0.2%

+23.0%Past year+27.3%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

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