Compare · 3 funds side by side · dividends reinvested

ALTL, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

ALTL, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

Pacer Lunt Large Cap Alternator ETFUS Stock Styles · Large cap0.60%1.54%−10.2%−11.6%+8.0%−1.3%−25.6%23.2%$71M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ALTL 2020 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Lunt Large Cap Alternator ETF · $71M$9,353

ALTL

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

ALTLMeasureSPY

−10.2%Year to dateJan 1 → Nov 6+8.7%

−11.6%1 yearTotal return+9.7%

+8.0%3 years · per year$10,000 became $12,607 · $18,039+21.7%

−1.3%5 years · per year$10,000 became $9,353 · $17,118+11.3%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.54%Trailing 12-mo yield$154 · $103 a year on $10k1.03%

−25.6%Worst dropSmaller is better−8.9%

23.2%VolatilityLower is calmer13.6%

ALTLSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTL vs SPY: Top 5 Holdings

Today

ALTL

6.7%in top 5

SPY

in top 527.8%

ALTLStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%BRK-Bnot top 5

1.4%WECnot top 5

1.3%DUKnot top 5

1.3%EVRGnot top 5

1.3%EDnot top 5

Held in common16.8%

End-of-day Nov 6, 2026 · share of each fund

ALTL vs SPY Returns, Every Period

PacerALTL

−1.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ALTLSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ALTL vs IVV

YTD

PacerALTL

−10.2%

IVViShares

+8.7%

−10.2%Year to date+8.7%

−25.6%Worst drop · 1Y−8.9%

23.2%Volatility · 1Y13.6%

1.5%Yield1.1%

$70.8MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTL, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ALTL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ALTL, SPY, IVV

1.54%highest, ALTL

FundTrailing yieldYield$10k

ALTL1.54%$154

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ALTL$154 − $60 = $94

SPY$103 − $9 = $94

KeptFee

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

Overlap: ALTL, SPY, IVV

Today

99.9%most shared, SPY and IVV

ALTLSPYIVV

ALTL—16.8%16.9%

SPY16.8%—99.9%

IVV16.9%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ALTLWorst drop−25.6%23.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALTLIVV

−10.2%Year to date+8.7%

1.5%Yield1.1%

−11.6%Past year+9.8%

0.60%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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