NFRA vs SHPP

ANFRA

BSHPP

Measures won4–1NFRA wins · of 6 · 5Y

$10,000 · 5Y$13,116NFRA

Lowest cost0.48%NFRA · $48 on $10k

Most income5.74%NFRA · $574 on $10k

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

Held in common15.6%NFRA and SHPP

NFRA

SHPP

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

+14.8%3 years · per year$15,144 · $15,627+16.0%

+5.6%5 years · per year$13,116 · […][…]

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

5.74%12-mo yield$574 · $305 on $10k3.05%

−7.3%Worst dropSmaller wins−11.1%

11.0%VolatilityLower wins16.0%

4–1NFRA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNFRA · SHPP

3.8%CP.TO4.3%

3.3%CNR.TO4.0%

3.0%DHL.DE4.0%

2.5%UNP9.4%

Held in common15.6%

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 Four

5Y4 funds

#
1	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.05%	−3.5%	+18.8%	+23.0%	+16.0%	new	−11.1%	$2M
3	IPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M
4	GLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$51M

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

All Four

5Y4 funds

#
1	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk	0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.05%	−3.5%	+18.8%	+23.0%	+16.0%	new	−11.1%	$2M
3	IPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M
4	GLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$51M

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

NFRA vs SHPP

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

SHPP

Pacer Industrials and Logistics

[…]

MeasureNFRASHPP

Fee0.48%0.60%

Cost on $10k a year$48$60

Yield5.74%3.05%

5 years, per year+5.6%[…]

3 years, per year+14.8%+16.0%

Worst drop · 1Y−7.3%−11.1%

Volatility · 1Y11.0%16.0%

4–1measures won
NFRA first

15.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NFRA, SHPP, IPAV, GLIX

Today

18.4%most shared, NFRA and GLIX

NFRASHPPIPAVGLIX

NFRA—15.6%7.8%18.4%

SHPP15.6%—7.4%10.6%

IPAV7.8%7.4%—10.4%

GLIX18.4%10.6%10.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

SHPP$305 − $60 = $245

GLIX$231 − $96 = $135

IPAV$162 − $55 = $107

KeptFee

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