IPAV vs SHPP

AIPAV

BSHPP

Measures won1–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income3.05%SHPP · $305 on $10k

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

Held in common7.4%IPAV and SHPP

IPAV

SHPP

Global X Infrastructure Development ex-U.S. ETF · $6MPacer Industrials and Logistics ETF · $2M

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

[…]5 years · per year[…]

0.55%Expense ratio$55 · $60 on $10k · lower wins0.60%

1.62%12-mo yield$162 · $305 on $10k3.05%

−17.2%Worst dropSmaller wins−11.1%

19.5%VolatilityLower wins16.0%

1–3SHPP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIPAV · SHPP

3.8%CNR.TO4.0%

3.6%CP.TO4.3%

Held in common7.4%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M
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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M
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

IPAV vs SHPP

IPAV

Global X Infrastructure Development ex-U.S.

[…]

SHPP

Pacer Industrials and Logistics

[…]

MeasureIPAVSHPP

Fee0.55%0.60%

Cost on $10k a year$55$60

Yield1.62%3.05%

5 years, per year[…][…]

3 years, per year[…]+16.0%

Worst drop · 1Y−17.2%−11.1%

Volatility · 1Y19.5%16.0%

3–1measures won
SHPP first

7.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX 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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IPAV, SHPP, SMH

Today

7.4%most shared, IPAV and SHPP

IPAVSHPPSMH

IPAV—7.4%0.0%

SHPP7.4%—0.0%

SMH0.0%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

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

KeptFee

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