EXI vs SHPP

AEXI

BSHPP

Measures won2–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$16,845EXI

Lowest cost0.38%EXI · $38 on $10k

Most income2.95%SHPP · $295 on $10k

Smallest drop−11.1%SHPP · worst fall in 1Y

Held in common11.8%EXI and SHPP

EXI

SHPP

iShares Global Industrials ETF · $1.4BPacer Industrials and Logistics ETF · $2M

+22.3%3 years · per year$18,283 · $16,259+17.6%

+11.0%5 years · per year$16,845 · […][…]

0.38%Expense ratio$38 · $60 on $10k · lower wins0.60%

1.12%12-mo yield$112 · $295 on $10k2.95%

−12.4%Worst dropSmaller wins−11.1%

17.6%VolatilityLower wins15.6%

2–3SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsEXI · SHPP

1.8%UNP9.4%

1.4%ABBN.SW8.4%

1.0%CSX4.9%

0.8%UPS4.3%

Held in common11.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	−0.2%	+8.9%	+10.4%	+22.3%	+11.0%	−12.4%	$1.4B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk		0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	−0.2%	+8.9%	+10.4%	+22.3%	+11.0%	−12.4%	$1.4B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk		0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EXI vs SHPP

EXI

iShares Global Industrials

$16,845

SHPP

Pacer Industrials and Logistics

[…]

MeasureEXISHPP

Fee0.38%0.60%

Cost on $10k a year$38$60

Yield1.12%2.95%

5 years, per year+11.0%[…]

3 years, per year+22.3%+17.6%

Worst drop · 1Y−12.4%−11.1%

Volatility · 1Y17.6%15.6%

3–2measures won
SHPP first

11.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EXI, SHPP

Today

11.8%most shared, EXI and SHPP

EXISHPP

EXI—11.8%

SHPP11.8%—

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

Income After Fees on $10,000

$235most kept, SHPP

SHPP$295 − $60 = $235

EXI$112 − $38 = $74

KeptFee

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