NFRA vs SHPP

ANFRA

BSHPP

Measures won4–1NFRA wins · of 6 · 5Y

$10,000 · 5Y$13,443NFRA

Lowest cost0.48%NFRA · $48 on $10k

Most income5.64%NFRA · $564 on $10k

Smallest drop−7.3%NFRA · worst fall in 1Y

Held in common15.4%NFRA and SHPP

NFRA

SHPP

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BPacer Industrials and Logistics ETF · $2M

+15.8%3 years · per year$15,521 · $16,259+17.6%

+6.1%5 years · per year$13,443 · […][…]

0.48%Expense ratio$48 · $60 on $10k · lower wins0.60%

5.64%12-mo yield$564 · $295 on $10k2.95%

−7.3%Worst dropSmaller wins−11.1%

10.9%VolatilityLower wins15.6%

4–1NFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFRA · SHPP

3.7%CP.TO4.2%

3.3%CNR.TO4.0%

2.9%DHL.DE3.9%

2.5%UNP9.4%

Held in common15.4%

End-of-day Nov 4, 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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M
3	IPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.64%	+1.9%	+10.4%	+11.7%	+15.8%	+6.1%	−7.3%	$3.1B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M
3	IPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NFRA vs SHPP

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,443

SHPP

Pacer Industrials and Logistics

[…]

MeasureNFRASHPP

Fee0.48%0.60%

Cost on $10k a year$48$60

Yield5.64%2.95%

5 years, per year+6.1%[…]

3 years, per year+15.8%+17.6%

Worst drop · 1Y−7.3%−11.1%

Volatility · 1Y10.9%15.6%

4–1measures won
NFRA first

15.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NFRA, SHPP, IPAV

Today

15.4%most shared, NFRA and SHPP

NFRASHPPIPAV

NFRA—15.4%7.7%

SHPP15.4%—7.3%

IPAV7.7%7.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$516most kept, NFRA

NFRA$564 − $48 = $516

SHPP$295 − $60 = $235

IPAV$157 − $55 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee