SHPP vs XTN

ASHPP

BXTN

Measures won4–1SHPP wins · of 6 · 5Y

$10,000 · 5Y$11,449XTN

Lowest cost0.35%XTN · $35 on $10k

Most income3.11%SHPP · $311 on $10k

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

Held in common25.6%SHPP and XTN

SHPP

XTN

Pacer Industrials and Logistics ETF · $2MState Street SPDR S&P Transportation ETF · $226M

+15.1%3 years · per year$15,234 · $15,122+14.8%

[…]5 years · per year[…] · $11,449+2.7%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

3.11%12-mo yield$311 · $75 on $10k0.75%

−11.1%Worst dropSmaller wins−17.8%

16.1%VolatilityLower wins27.3%

4–1SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHPP · XTN

4.4%UPS3.2%

5.0%CSX3.0%

9.3%UNP3.0%

3.9%FDX2.9%

Held in common25.6%

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	BXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−0.6%	+9.6%	+17.2%	+14.8%	+2.7%	−17.8%	$226M
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	BXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−0.6%	+9.6%	+17.2%	+14.8%	+2.7%	−17.8%	$226M
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 XTN

SHPP

Pacer Industrials and Logistics

[…]

XTN

SPDR S&P Transportation

$11,449

MeasureSHPPXTN

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield3.11%0.75%

5 years, per year[…]+2.7%

3 years, per year+15.1%+14.8%

Worst drop · 1Y−11.1%−17.8%

Volatility · 1Y16.1%27.3%

4–1measures won
SHPP first

25.6%

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, XTN

Today

25.6%most shared, SHPP and XTN

SHPPXTN

SHPP—25.6%

XTN25.6%—

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

XTN$75 − $35 = $40

KeptFee

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