SHPP vs VIS

ASHPP

BVIS

Measures won3–2SHPP wins · of 6 · 5Y

$10,000 · 5Y$17,482VIS · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income3.00%SHPP · $300 on $10k

Smallest drop−11.1%SHPP · worst fall in 1Y

Held in common10.0%SHPP and VIS

SHPP

VIS

Pacer Industrials and Logistics ETF · $2MVanguard Industrials ETF · $8.0B

+17.5%3 years · per year$16,232 · $18,511+22.8%

[…]5 years · per year[…] · $17,482+11.8%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

3.00%12-mo yield$300 · $93 on $10k0.93%

−11.1%Worst dropSmaller wins−12.5%

15.5%VolatilityLower wins18.3%

3–2SHPP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHPP · VIS

9.4%UNP2.1%

5.0%CSX1.3%

4.3%UPS1.0%

4.0%NSC1.0%

Held in common10.0%

End-of-day Nov 3, 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	BVIS	Vanguard Industrials ETFRead Desk	0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	ASHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.00%	−0.3%	+20.8%	+23.9%	+17.5%	new	−11.1%	$2M

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

All Three

5Y3 funds

#
1	BVIS	Vanguard Industrials ETFRead Desk	0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	ASHPP	Pacer Industrials and Logistics ETFRead Desk	0.60%	3.00%	−0.3%	+20.8%	+23.9%	+17.5%	new	−11.1%	$2M

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

Cards for this view

SHPP vs VIS

SHPP

Pacer Industrials and Logistics

[…]

VIS

Vanguard Industrials

$17,482

MeasureSHPPVIS

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield3.00%0.93%

5 years, per year[…]+11.8%

3 years, per year+17.5%+22.8%

Worst drop · 1Y−11.1%−12.5%

Volatility · 1Y15.5%18.3%

3–2measures won
SHPP first

10.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SHPP, VIS, XLF

Today

10.0%most shared, SHPP and VIS

SHPPVISXLF

SHPP—10.0%0.0%

VIS10.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$240most kept, SHPP

SHPP$300 − $60 = $240

XLF$144 − $8 = $136

VIS$93 − $9 = $84

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee