GLIX vs SHPP

AGLIX

BSHPP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income3.11%SHPP · $311 on $10k

Smallest drop−10.1%GLIX · worst fall in 1Y

Held in common10.3%GLIX and SHPP

GLIX

SHPP

Lazard Listed Infrastructure ETF · $51MPacer Industrials and Logistics ETF · $2M

[…]3 years · per year[…] · $15,234+15.1%

[…]5 years · per year[…]

0.96%Expense ratio$96 · $60 on $10k · lower wins0.60%

2.34%12-mo yield$234 · $311 on $10k3.11%

−10.1%Worst dropSmaller wins−11.1%

12.3%VolatilityLower wins16.1%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGLIX · SHPP

3.1%CNR.TO4.0%

3.0%NSC3.9%

1.4%CP.TO4.3%

1.4%CSX5.0%

Held in common10.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.34%	−1.3%	+13.7%	+13.8%	new	new	−10.1%	$51M
4	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.11%	−1.9%	+16.5%	+20.1%	+15.1%	new	−11.1%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.34%	−1.3%	+13.7%	+13.8%	new	new	−10.1%	$51M
4	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.11%	−1.9%	+16.5%	+20.1%	+15.1%	new	−11.1%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GLIX vs SHPP

GLIX

Lazard Listed Infrastructure

[…]

SHPP

Pacer Industrials and Logistics

[…]

MeasureGLIXSHPP

Fee0.96%0.60%

Cost on $10k a year$96$60

Yield2.34%3.11%

5 years, per year[…][…]

3 years, per year[…]+15.1%

Worst drop · 1Y−10.1%−11.1%

Volatility · 1Y12.3%16.1%

2–2measures won
level

10.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GLIX, SHPP, SMH, XLF

Today

10.3%most shared, GLIX and SHPP

GLIXSHPPSMHXLF

GLIX—10.3%0.0%0.0%

SHPP10.3%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$251most kept, SHPP

SHPP$311 − $60 = $251

GLIX$234 − $96 = $138

XLF$144 − $8 = $136

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee