IPAV vs SHPP

AIPAV

BSHPP

Measures won1–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income3.11%SHPP · $311 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[…] · $15,234+15.1%

[…]5 years · per year[…]

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

1.62%12-mo yield$162 · $311 on $10k3.11%

−17.2%Worst dropSmaller wins−11.1%

19.5%VolatilityLower wins16.1%

1–3SHPP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIPAV · SHPP

3.7%CNR.TO4.0%

3.7%CP.TO4.3%

Held in common7.4%

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 Three

5Y3 funds

#
1	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
2	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M
3	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 Three

5Y3 funds

#
1	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
2	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	0.0%	+0.4%	+4.5%	new	new	−17.2%	$6M
3	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

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%3.11%

5 years, per year[…][…]

3 years, per year[…]+15.1%

Worst drop · 1Y−17.2%−11.1%

Volatility · 1Y19.5%16.1%

3–1measures won
SHPP first

7.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IPAV, SHPP, XLF

Today

7.4%most shared, IPAV and SHPP

IPAVSHPPXLF

IPAV—7.4%0.0%

SHPP7.4%—0.0%

XLF0.0%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

XLF$144 − $8 = $136

IPAV$162 − $55 = $107

KeptFee

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