Compare · 2 funds side by side · dividends reinvested

PALC and USMV

PALCPacer×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

PALC and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.1

Pacer Lunt Large Cap Multi-Factor Alternator ETFUS Stock Styles · Factor0.60%1.30%+2.9%+5.3%+15.6%+6.5%−12.4%15.7%$188M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PALC 2020 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Lunt Large Cap Multi-Factor Alternator ETF · $188M$13,719

PALC

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 27.5% in common

PALCMeasureUSMV

+2.9%Year to dateJan 1 → Nov 4+12.1%

+5.3%1 yearTotal return+14.3%

+15.6%3 years · per year$10,000 became $15,459 · $15,388+15.5%

+6.5%5 years · per year$10,000 became $13,719 · $14,754+8.1%

0.60%Expense ratio$60 · $15 a year on $10k · lower is better0.15%

1.30%Trailing 12-mo yield$130 · $135 a year on $10k1.35%

−12.4%Worst dropSmaller is better−6.5%

15.7%VolatilityLower is calmer8.7%

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

1–7USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PALC vs USMV: Top 5 Holdings

Today

PALC

11.6%in top 5

USMV

in top 57.8%

PALCStockUSMV

3.4%BRK-B1.5%

2.5%BACnot top 5

1.9%Tnot top 5

1.9%WFCnot top 5

1.9%VZnot top 5

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5XOM1.5%

Held in common27.5%

End-of-day Nov 4, 2026 · share of each fund

PALC vs USMV Returns, Every Period

PacerPALC

+6.5%

5 years, per year

USMViShares

+8.1%

5 years, per year

PALCUSMVFaded: behind in that period

1–3USMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PALC vs USMV

YTD

PacerPALC

+2.9%

USMViShares

+12.1%

+2.9%Year to date+12.1%

−12.4%Worst drop · 1Y−6.5%

15.7%Volatility · 1Y8.7%

1.3%Yield1.3%

$188MAssets$24.1B

3–0USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PALC, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

PALC0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PALC, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

PALC1.30%$130

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

PALC$130 − $60 = $70

KeptFee

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

Overlap: PALC, USMV

Today

27.5%most shared, PALC and USMV

PALCUSMV

PALC—27.5%

USMV27.5%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

PALCWorst drop−12.4%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVPALC

+12.1%Year to date+2.9%

1.3%Yield1.3%

+14.3%Past year+5.3%

0.15%Fee0.60%

3–0USMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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