SHPP vs IPAV

ASHPP

BIPAV

Measures won3–1SHPP wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income2.95%SHPP · $295 on $10k

Smallest drop−10.1%GLIX · worst fall in 1Y

Held in common7.3%SHPP and IPAV

SHPP

IPAV

Pacer Industrials and Logistics ETF · $2MGlobal X Infrastructure Development ex-U.S. ETF · $6M

+17.6%3 years · per year$16,259 · […][…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $55 on $10k · lower wins0.55%

2.95%12-mo yield$295 · $157 on $10k1.57%

−11.1%Worst dropSmaller wins−17.2%

15.6%VolatilityLower wins19.2%

3–1SHPP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSHPP · IPAV

4.0%CNR.TO3.7%

4.2%CP.TO3.6%

Held in common7.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M
4	GLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M
3	BIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M
4	GLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

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

SHPP vs IPAV

SHPP

Pacer Industrials and Logistics

[…]

IPAV

Global X Infrastructure Development ex-U.S.

[…]

MeasureSHPPIPAV

Fee0.60%0.55%

Cost on $10k a year$60$55

Yield2.95%1.57%

5 years, per year[…][…]

3 years, per year+17.6%[…]

Worst drop · 1Y−11.1%−17.2%

Volatility · 1Y15.6%19.2%

3–1measures won
SHPP first

7.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: SHPP, IPAV, GLIX, SMH

Today

9.8%most shared, IPAV and GLIX

SHPPIPAVGLIXSMH

SHPP—7.3%8.7%0.0%

IPAV7.3%—9.8%0.0%

GLIX8.7%9.8%—0.0%

SMH0.0%0.0%0.0%—

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

Income After Fees on $10,000

$235most kept, SHPP

SHPP$295 − $60 = $235

GLIX$230 − $96 = $134

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

KeptFee

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