GLIX vs SHPP

AGLIX

BSHPP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,404XLE

Lowest cost0.08%XLE · $8 on $10k

Most income3.05%SHPP · $305 on $10k

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

Held in common10.6%GLIX and SHPP

GLIX

SHPP

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

[…]3 years · per year[…] · $15,627+16.0%

[…]5 years · per year[…]

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

2.31%12-mo yield$231 · $305 on $10k3.05%

−10.1%Worst dropSmaller wins−11.1%

12.2%VolatilityLower wins16.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLIX · SHPP

3.2%CNR.TO4.0%

3.2%NSC4.0%

1.4%CP.TO4.3%

1.4%UNP9.4%

Held in common10.6%

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$51M
3	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.05%	−3.5%	+18.8%	+23.0%	+16.0%	new	−11.1%	$2M

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$51M
3	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.05%	−3.5%	+18.8%	+23.0%	+16.0%	new	−11.1%	$2M

End-of-day Nov 5, 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

Yield2.31%3.05%

5 years, per year[…][…]

3 years, per year[…]+16.0%

Worst drop · 1Y−10.1%−11.1%

Volatility · 1Y12.2%16.0%

2–2measures won
level

10.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GLIX, SHPP, XLE

Today

10.6%most shared, GLIX and SHPP

GLIXSHPPXLE

GLIX—10.6%0.0%

SHPP10.6%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

XLE$247 − $8 = $239

GLIX$231 − $96 = $135

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee