XTN vs SHPP

AXTN

BSHPP

Measures won1–4SHPP wins · of 6 · 5Y

$10,000 · 5Y$12,121XTN

Lowest cost0.35%XTN · $35 on $10k

Most income2.95%SHPP · $295 on $10k

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

Held in common26.1%XTN and SHPP

XTN

SHPP

State Street SPDR S&P Transportation ETF · $219MPacer Industrials and Logistics ETF · $2M

+16.0%3 years · per year$15,628 · $16,259+17.6%

+3.9%5 years · per year$12,121 · […][…]

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

0.72%12-mo yield$72 · $295 on $10k2.95%

−17.8%Worst dropSmaller wins−11.1%

27.1%VolatilityLower wins15.6%

1–4SHPP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTN · SHPP

3.1%UPS4.3%

3.0%UNP9.4%

3.0%NSC4.0%

3.0%CSX4.9%

Held in common26.1%

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	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.72%	+3.2%	+14.4%	+24.0%	+16.0%	+3.9%	−17.8%	$219M
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	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.72%	+3.2%	+14.4%	+24.0%	+16.0%	+3.9%	−17.8%	$219M
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

XTN vs SHPP

XTN

SPDR S&P Transportation

$12,121

SHPP

Pacer Industrials and Logistics

[…]

MeasureXTNSHPP

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield0.72%2.95%

5 years, per year+3.9%[…]

3 years, per year+16.0%+17.6%

Worst drop · 1Y−17.8%−11.1%

Volatility · 1Y27.1%15.6%

4–1measures won
SHPP first

26.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XTN, SHPP

Today

26.1%most shared, XTN and SHPP

XTNSHPP

XTN—26.1%

SHPP26.1%—

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

XTN$72 − $35 = $37

KeptFee

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