SHPP vs IVV

ASHPP

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.11%SHPP · $311 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.0%SHPP and IVV

SHPP

IVV

Pacer Industrials and Logistics ETF · $2MiShares Core S&P 500 ETF · $853B

+15.1%3 years · per year$15,234 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

3.11%12-mo yield$311 · $114 on $10k1.14%

−11.1%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHPP · IVV

9.3%UNP0.3%

5.0%CSX0.1%

4.4%UPS0.1%

3.9%NSC0.1%

Held in common1.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASHPP	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASHPP	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

SHPP vs IVV

SHPP

Pacer Industrials and Logistics

[…]

IVV

iShares Core S&P 500

$17,177

MeasureSHPPIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield3.11%1.14%

5 years, per year[…]+11.4%

3 years, per year+15.1%+21.8%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y16.1%13.6%

4–1measures won
IVV first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SHPP, IVV, VOO

Today

92.2%most shared, IVV and VOO

SHPPIVVVOO

SHPP—1.0%0.9%

IVV1.0%—92.2%

VOO0.9%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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