SHPP vs IYT

ASHPP

BIYT

Measures won3–2SHPP 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%SHPP and IYT

SHPP

IYT

Pacer Industrials and Logistics ETF · $2MiShares U.S. Transportation ETF · $2.1B

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

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

0.60%Expense ratio$60 · $37 on $10k · lower wins0.37%

3.11%12-mo yield$311 · $93 on $10k0.93%

−11.1%Worst dropSmaller wins−12.6%

16.1%VolatilityLower wins20.7%

3–2SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHPP · IYT

9.3%UNP18.3%

5.0%CSX9.7%

4.4%UPS5.0%

3.9%FDX4.6%

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	BIYT	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	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

Both

5Y2 funds

#			Trend
1	BIYT	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	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 IYT

SHPP

Pacer Industrials and Logistics

[…]

IYT

iShares U.S. Transportation

$12,676

MeasureSHPPIYT

Fee0.60%0.37%

Cost on $10k a year$60$37

Yield3.11%0.93%

5 years, per year[…]+4.9%

3 years, per year+15.1%+15.3%

Worst drop · 1Y−11.1%−12.6%

Volatility · 1Y16.1%20.7%

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: SHPP, IYT

Today

37.1%most shared, SHPP and IYT

SHPPIYT

SHPP—37.1%

IYT37.1%—

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