VIS vs SHPP

AVIS

BSHPP

Measures won2–3SHPP wins · of 6 · 5Y

$10,000 · 5Y$17,523VIS

Lowest cost0.09%VIS · $9 on $10k

Most income2.95%SHPP · $295 on $10k

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

Held in common10.0%VIS and SHPP

VIS

SHPP

Vanguard Industrials ETF · $8.0BPacer Industrials and Logistics ETF · $2M

+21.8%3 years · per year$18,083 · $16,259+17.6%

+11.9%5 years · per year$17,523 · […][…]

0.09%Expense ratio$9 · $60 on $10k · lower wins0.60%

0.94%12-mo yield$94 · $295 on $10k2.95%

−12.5%Worst dropSmaller wins−11.1%

18.3%VolatilityLower wins15.6%

2–3SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIS · SHPP

2.1%UNP9.4%

1.3%CSX4.9%

1.0%UPS4.3%

1.0%NSC4.0%

Held in common10.0%

End-of-day Nov 4, 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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk		0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
2	BSHPP	Pacer Industrials and Logistics ETFRead Desk		0.60%	2.95%	+1.9%	+23.1%	+26.4%	+17.6%	new	−11.1%	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIS vs SHPP

VIS

Vanguard Industrials

$17,523

SHPP

Pacer Industrials and Logistics

[…]

MeasureVISSHPP

Fee0.09%0.60%

Cost on $10k a year$9$60

Yield0.94%2.95%

5 years, per year+11.9%[…]

3 years, per year+21.8%+17.6%

Worst drop · 1Y−12.5%−11.1%

Volatility · 1Y18.3%15.6%

3–2measures won
SHPP first

10.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VIS, SHPP

Today

10.0%most shared, VIS and SHPP

VISSHPP

VIS—10.0%

SHPP10.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$235most kept, SHPP

SHPP$295 − $60 = $235

VIS$94 − $9 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee