Compare · 3 funds side by side · dividends reinvested

XLI, SHPP and XLV

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,339XLI · best of the three

Story of the three · IncomeMost incomeSHPP · 3.03% · $303 a year on $10k

Story of the three · RiskSmallest drop

XLI, SHPP and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.5B1.6

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.03%+19.6%+22.3%+15.6%[…]−11.1%16.2%$2M1.9

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.11%+10.1%+11.1%+20.5%+11.6%−12.7%18.3%$31.3B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLI 1998 · SHPP 2022 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Industrial Select Sector SPDR ETF · $31.3B$17,339

XLI

SHPP

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

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

XLI

More Ways to See the Pairs

XLI vs SHPP: Top 5 Holdings

Today

XLI

23.9%in top 5

SHPP

in top 538.6%

XLIStockSHPP

not top 5SAP.DE11.6%

3.3%UNP9.4%

not top 5ABBN.SW8.1%

6.6%GEnot top 5

5.1%CAT

Cost, Income and Risk

Fees: XLI, SHPP, XLV

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

XLV0.08%$8

SHPP0.60%$60

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

Yields: XLI, SHPP, XLV

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

+10.1%Year to dateJan 1 → Nov 12+19.6%

+11.1%1 yearTotal return+22.3%

+20.5%3 years · per year$10,000 became $17,475 · $15,466+15.6%

+11.6%5 years · per year$10,000 became $17,339 · […][…]

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

1.11%Trailing 12-mo yield$111 · $303 a year on $10k3.03%

−12.7%Worst dropSmaller is better−11.1%

18.3%VolatilityLower is calmer16.2%

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

2–5SHPP wins

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

not top 5

not top 5CSX5.1%

5.0%RTXnot top 5

not top 5UPS4.4%

4.0%GEVnot top 5

Held in common12.1%

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

XLI vs SHPP Returns, Every Period

1Y

SPDRXLI

+11.1%

past year

SHPPPacer

+22.3%

past year

XLISHPPFaded: behind in that period

1–2SHPP wins

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

XLI vs SHPP

YTD

SPDRXLI

+10.1%

SHPPPacer

+19.6%

+10.1%Year to date+19.6%

−12.7%Worst drop · 1Y−11.1%

18.3%Volatility · 1Y16.2%

1.1%Yield3.0%

$31.3BAssets$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

XLV1.36%$136

XLI1.11%$111

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

Income After Fees on $10,000

1Y

$243most kept, SHPP

SHPP$303 − $60 = $243

XLV$136 − $8 = $128

XLI$111 − $8 = $103

KeptFee

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

Overlap: XLI, SHPP, XLV

Today

12.1%most shared, XLI and SHPP

XLISHPPXLV

XLI—12.1%0.0%

SHPP12.1%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.7%XLV, at 16.8% volatility

SHPPWorst drop−11.1%16.2% vol

XLVWorst drop−10.5%16.8% vol

XLIWorst drop−12.7%18.3% vol

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

Paid More vs Made More

YTD

SHPPXLV

+19.6%Year to date+22.8%

3.0%Yield1.4%

+22.3%Past year+26.7%

0.60%Fee0.08%

3–1XLV 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

Loading…

XLI, SHPP and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three