Compare · 3 funds side by side · dividends reinvested

XLI, SHPP and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,983XLK · best of the three

02 / 04

XLI, SHPP and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.00%+20.8%+23.9%+17.5%[…]−11.1%15.5%$2M1.7

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+18.0%+30.7%+18.1%−15.9%27.3%$115B1.9

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: XLI 1998 · SHPP 2022 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

XLI

SHPP

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

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

XLIMeasureSHPP

+11.3%Year to dateJan 1 → Nov 3+20.8%

+11.7%1 yearTotal return+23.9%

+22.8%3 years · per year$10,000 became $18,519 · $16,232+17.5%

+12.1%5 years · per year$10,000 became $17,687 · […][…]

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

1.10%Trailing 12-mo yield$110 · $300 a year on $10k3.00%

−12.2%Worst dropSmaller is better−11.1%

17.3%VolatilityLower is calmer15.5%

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

2–5SHPP wins

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

More Ways to See the Pairs

XLI vs SHPP: Top 5 Holdings

Today

XLI

24.2%in top 5

SHPP

in top 538.3%

XLIStockSHPP

not top 5SAP.DE11.5%

3.3%UNP9.4%

not top 5ABBN.SW8.2%

6.0%GEnot top 5

5.5%CATnot top 5

5.0%RTXnot top 5

not top 5CSX5.0%

4.4%GEVnot top 5

not top 5UPS4.3%

Held in common12.1%

End-of-day Nov 3, 2026 · share of each fund

XLI vs SHPP Returns, Every Period

SPDRXLI

+11.7%

past year

SHPPPacer

+23.9%

past year

XLISHPPFaded: behind in that period

1–2SHPP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XLI vs SHPP

YTD

SPDRXLI

+11.3%

SHPPPacer

+20.8%

+11.3%Year to date+20.8%

−12.2%Worst drop · 1Y−11.1%

17.3%Volatility · 1Y15.5%

1.1%Yield3.0%

$31.5BAssets$2.1M

4–0SHPP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLI, SHPP, XLK

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

XLK0.08%$8

SHPP0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLI, SHPP, XLK

3.00%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.00%$300

XLI1.10%$110

XLK0.47%$47

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$240most kept, SHPP

SHPP$300 − $60 = $240

XLI$110 − $8 = $102

XLK$47 − $8 = $39

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLI, SHPP, XLK

Today

12.1%most shared, XLI and SHPP

XLISHPPXLK

XLI—12.1%0.0%

SHPP12.1%—0.0%

XLK0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.9%SHPP, at 15.5% volatility

SHPPWorst drop−11.1%15.5% vol

XLIWorst drop−12.2%17.3% vol

XLKWorst drop−15.9%27.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPXLK

+20.8%Year to date+23.0%

3.0%Yield0.5%

+23.9%Past year+18.0%

0.60%Fee0.08%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026