SHPP vs XLI

ASHPP

BXLI

Measures won3–2SHPP wins · of 6 · 5Y

$10,000 · 5Y$17,687XLI

Lowest cost0.08%XLI · $8 on $10k

Most income3.00%SHPP · $300 on $10k

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

Held in common12.1%SHPP and XLI

SHPP

XLI

Pacer Industrials and Logistics ETF · $2MState Street Industrial Select Sector SPDR ETF · $31.5B

+17.5%3 years · per year$16,232 · $18,519+22.8%

[…]5 years · per year[…] · $17,687+12.1%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

3.00%12-mo yield$300 · $110 on $10k1.10%

−11.1%Worst dropSmaller wins−12.2%

15.5%VolatilityLower wins17.3%

3–2SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHPP · XLI

9.4%UNP3.3%

5.0%CSX1.8%

4.3%UPS1.5%

4.0%NSC1.4%

Held in common12.1%

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

Both

5Y2 funds

#			Trend
1	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	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

Both

5Y2 funds

#			Trend
1	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	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 XLI

SHPP

Pacer Industrials and Logistics

[…]

XLI

Industrial Select Sector SPDR

$17,687

MeasureSHPPXLI

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield3.00%1.10%

5 years, per year[…]+12.1%

3 years, per year+17.5%+22.8%

Worst drop · 1Y−11.1%−12.2%

Volatility · 1Y15.5%17.3%

3–2measures won
SHPP first

12.1%

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, XLI

Today

12.1%most shared, SHPP and XLI

SHPPXLI

SHPP—12.1%

XLI12.1%—

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

XLI$110 − $8 = $102

KeptFee

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