IPAV vs SHPP

AIPAV

BSHPP

Measures won1–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XLK $21,984

Lowest cost0.08%XLK · $8 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[…] · $15,291+15.2%

[…]5 years · per year[…]

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

1.58%12-mo yield$158 · $305 on $10k3.05%

−17.2%Worst dropSmaller wins−11.1%

19.6%VolatilityLower wins16.2%

1–3SHPP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPAV · SHPP

3.7%CNR.TO4.1%

3.7%CP.TO4.4%

Held in common7.4%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M
4	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.05%	+2.2%	+19.0%	+23.7%	+15.2%	new	−11.1%	$2M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M
4	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.05%	+2.2%	+19.0%	+23.7%	+15.2%	new	−11.1%	$2M

End-of-day Nov 9, 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

Yield1.58%3.05%

5 years, per year[…][…]

3 years, per year[…]+15.2%

Worst drop · 1Y−17.2%−11.1%

Volatility · 1Y19.6%16.2%

3–1measures won
SHPP first

7.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IPAV, SHPP, XLK, SMH

Today

41.4%most shared, XLK and SMH

IPAVSHPPXLKSMH

IPAV—7.4%0.0%0.0%

SHPP7.4%—0.0%0.0%

XLK0.0%0.0%—41.4%

SMH0.0%0.0%41.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

IPAV$158 − $55 = $103

XLK$49 − $8 = $41

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee