SHPP vs. XLII

Last updated Jun 25, 2026

SHPP (Pacer Industrials and Logistics ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - SHPP is a Industrials Equities fund tracking the Pacer Global Supply Chain Infrastructure Index - Benchmark TR Net, while XLII is a Derivative Income fund actively managed by State Street. SHPP is passively managed, while XLII is actively managed. A 0.73 correlation means they provide meaningful diversification when combined. SHPP charges 0.61%/yr vs 0.35%/yr for XLII.

Performance

SHPP vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Industrials and Logistics ETF (SHPP) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SHPP achieves a 12.23% return, which is significantly higher than XLII's 10.53% return.

SHPP

• 1D: -0.12%
• 1M: -2.05%
• YTD: 12.23%
• 6M: 11.01%
• 1Y: 20.43%
• 3Y*: 11.34%
• 5Y*: —
• 10Y*: —

XLII

• 1D: 0.69%
• 1M: 4.79%
• YTD: 10.53%
• 6M: 9.81%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SHPP vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
SHPP Pacer Industrials and Logistics ETF	12.23%	5.03%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	10.53%	6.30%

Correlation

The correlation between SHPP and XLII is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.73

SHPP vs. XLII - Sectors Allocation Comparison

Sectors	SHPP	XLII
Industrials	87.9%	93.8%
Technology	11.8%	5.9%
Consumer Cyclical	2.2%	0.3%
Financial Services	0.2%	100.8%
Consumer Defensive	0.1%	-
Basic Materials	-	-
Communication Services	-	-
Energy	-	-
Healthcare	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

SHPP vs. XLII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHPP

SHPP Risk / Return Rank: 42
SHPP Sharpe Ratio Rank: 42
SHPP Sortino Ratio Rank: 41
SHPP Omega Ratio Rank: 39
SHPP Calmar Ratio Rank: 41
SHPP Martin Ratio Rank: 46

XLII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHPP vs. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Industrials and Logistics ETF (SHPP) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SHPP	XLII	Difference
Sharpe ratio: Return per unit of total volatility	1.32	—	—
Sortino ratio: Return per unit of downside risk	1.89	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.86	—	—
Martin ratio: Return relative to average drawdown	6.86	—	—

Drawdowns

SHPP vs. XLII - Drawdown Comparison

The maximum SHPP drawdown since its inception was -21.57%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for SHPP and XLII.

Drawdown Indicators

	SHPP	XLII	Difference
Max Drawdown Largest peak-to-trough decline	-21.57%	-10.10%	-11.47%
Max Drawdown (1Y) Largest decline over 1 year	-11.06%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.84%	—	—
Current Drawdown Current decline from peak	-5.28%	-0.69%	-4.59%
Average Drawdown Average peak-to-trough decline	-4.23%	-1.30%	-2.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.99%	—	—

Volatility

Volatility by Period

	SHPP	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.27%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.72%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.53%	12.18%	+3.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.47%	12.18%	+5.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.47%	12.18%	+5.29%

SHPP vs. XLII - Expense Ratio Comparison

SHPP has a 0.61% expense ratio, which is higher than XLII's 0.35% expense ratio.

Dividends

SHPP vs. XLII - Dividend Comparison

SHPP's dividend yield for the trailing twelve months is around 1.78%, less than XLII's 10.90% yield.

Position	TTM	2025	2024	2023	2022
SHPP Pacer Industrials and Logistics ETF	1.78%	1.80%	2.41%	2.89%	1.15%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	10.90%	5.47%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SHPP and XLII in my portfolio?

SHPP and XLII have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SHPP or XLII?

On fees, XLII is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SHPP or XLII?

XLII is cheaper with a 0.35% expense ratio, compared with 0.61% for SHPP.

Which ETF pays a higher dividend yield, SHPP or XLII?

XLII has the higher dividend yield at 10.90%, compared with 1.78% for SHPP.

What is the main difference between SHPP and XLII?

SHPP is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: Pacer and State Street. Their fees differ too: 0.61% for SHPP and 0.35% for XLII.