Compare · 3 funds side by side · dividends reinvested

SHPP, VIS and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,523VIS · best of the three

02 / 04

SHPP, VIS and XLF, 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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.9

Vanguard Industrials ETFSectors · Industrials0.09%0.94%+9.6%+9.7%+21.8%+11.9%−12.5%18.3%$8.0B2.3

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 · VIS 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

SHPP

VIS

Vanguard Industrials ETF · $8.0B$17,523

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

SHPPMeasureVIS

+23.1%Year to dateJan 1 → Nov 4+9.6%

+26.4%1 yearTotal return+9.7%

+17.6%3 years · per year$10,000 became $16,259 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,523+11.9%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

2.95%Trailing 12-mo yield$295 · $94 a year on $10k0.94%

−11.1%Worst dropSmaller is better−12.5%

15.6%VolatilityLower is calmer18.3%

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

5–2SHPP 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 VIS: Top 5 Holdings

Today

SHPP

38.2%in top 5

VIS

in top 520.5%

SHPPStockVIS

11.3%SAP.DEnot top 5

9.4%UNPnot top 5

8.4%ABBN.SWnot top 5

not top 5CAT5.6%

4.9%CSXnot top 5

not top 5GE4.9%

4.3%UPSnot top 5

not top 5GEV3.8%

not top 5RTX3.7%

not top 5ETN2.5%

Held in common10.0%

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

SHPP vs VIS Returns, Every Period

PacerSHPP

+26.4%

past year

VISVanguard

+9.7%

past year

SHPPVISFaded: behind in that period

2–1SHPP wins

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

SHPP vs XLF

YTD

PacerSHPP

+23.1%

XLFSPDR

+9.4%

+23.1%Year to date+9.4%

−11.1%Worst drop · 1Y−14.8%

15.6%Volatility · 1Y15.0%

2.9%Yield1.4%

$2.1MAssets$53.8B

3–1SHPP wins

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

Cost, Income and Risk

Fees: SHPP, VIS, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VIS0.09%$9

SHPP0.60%$60

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

Yields: SHPP, VIS, XLF

2.95%highest, SHPP

FundTrailing yieldYield$10k

SHPP2.95%$295

XLF1.40%$140

VIS0.94%$94

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

Income After Fees on $10,000

$235most kept, SHPP

SHPP$295 − $60 = $235

XLF$140 − $8 = $132

VIS$94 − $9 = $85

KeptFee

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

Overlap: SHPP, VIS, XLF

Today

10.0%most shared, SHPP and VIS

SHPPVISXLF

SHPP—10.0%0.0%

VIS10.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+26.4%SHPP, at 15.6% volatility

XLFWorst drop−14.8%15.0% vol

SHPPWorst drop−11.1%15.6% vol

VISWorst drop−12.5%18.3% vol

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

Paid More vs Made More

YTD

SHPPVIS

+23.1%Year to date+9.6%

2.9%Yield0.9%

+26.4%Past year+9.7%

0.60%Fee0.09%

3–1SHPP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026