IYT vs SHPP

AIYT

BSHPP

Measures won2–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$12,676IYT

Lowest cost0.37%IYT · $37 on $10k

Most income3.11%SHPP · $311 on $10k

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

Held in common37.1%IYT and SHPP

IYT

SHPP

iShares U.S. Transportation ETF · $2.1BPacer Industrials and Logistics ETF · $2M

+15.3%3 years · per year$15,313 · $15,234+15.1%

+4.9%5 years · per year$12,676 · […][…]

0.37%Expense ratio$37 · $60 on $10k · lower wins0.60%

0.93%12-mo yield$93 · $311 on $10k3.11%

−12.6%Worst dropSmaller wins−11.1%

20.7%VolatilityLower wins16.1%

2–3SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYT · SHPP

18.3%UNP9.3%

9.7%CSX5.0%

5.0%UPS4.4%

4.6%FDX3.9%

Held in common37.1%

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

Both

5Y2 funds

#			Trend
1	AIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.93%	−1.3%	+9.5%	+14.3%	+15.3%	+4.9%	−12.6%	$2.1B
2	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

Both

5Y2 funds

#			Trend
1	AIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.93%	−1.3%	+9.5%	+14.3%	+15.3%	+4.9%	−12.6%	$2.1B
2	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

IYT vs SHPP

IYT

iShares U.S. Transportation

$12,676

SHPP

Pacer Industrials and Logistics

[…]

MeasureIYTSHPP

Fee0.37%0.60%

Cost on $10k a year$37$60

Yield0.93%3.11%

5 years, per year+4.9%[…]

3 years, per year+15.3%+15.1%

Worst drop · 1Y−12.6%−11.1%

Volatility · 1Y20.7%16.1%

3–2measures won
SHPP first

37.1%

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: IYT, SHPP

Today

37.1%most shared, IYT and SHPP

IYTSHPP

IYT—37.1%

SHPP37.1%—

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

IYT$93 − $37 = $56

KeptFee

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