Compare · 3 funds side by side · dividends reinvested

PTLC, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

PTLC, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

Pacer Trendpilot US Large Cap ETFUS Stock Styles · Large cap0.60%1.01%+5.7%+7.8%+14.9%+8.6%−8.8%13.1%$3.2B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: PTLC 2015 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Trendpilot US Large Cap ETF · $3.2B$15,140

PTLC

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 99.5% in common

PTLCMeasureIVV

+5.7%Year to dateJan 1 → Nov 9+11.3%

+7.8%1 yearTotal return+13.6%

+14.9%3 years · per year$10,000 became $15,183 · $18,159+22.0%

+8.6%5 years · per year$10,000 became $15,140 · $17,545+11.9%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $111 a year on $10k1.11%

−8.8%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.8%

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

2–6IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PTLC vs IVV: Top 5 Holdings

Today

PTLC

27.7%in top 5

IVV

in top 527.8%

PTLCStockIVV

7.8%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.5%

End-of-day Nov 9, 2026 · share of each fund

PTLC vs IVV Returns, Every Period

PacerPTLC

+8.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

PTLCIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PTLC vs IVV

YTD

PacerPTLC

+5.7%

IVViShares

+11.3%

+5.7%Year to date+11.3%

−8.8%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.8%

1.0%Yield1.1%

$3.2BAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PTLC, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

PTLC0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PTLC, IVV, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

PTLC1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

PTLC$101 − $60 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PTLC, IVV, VOO

Today

99.5%most shared, PTLC and IVV

PTLCIVVVOO

PTLC—99.5%92.6%

IVV99.5%—92.7%

VOO92.6%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

PTLCWorst drop−8.8%13.1% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+11.3%Year to date+11.3%

1.1%Yield1.1%

+13.6%Past year+13.6%

0.03%Fee0.03%

0–0level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026