Compare · 2 funds side by side · dividends reinvested

PTLC and IWB

PTLCPacer×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

PTLC and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.4

Pacer Trendpilot US Large Cap ETFUS Stock Styles · Large cap0.60%0.99%+7.7%+7.6%+16.6%+9.3%−8.8%12.2%$3.2B1.6

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: PTLC 2015 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Trendpilot US Large Cap ETF · $3.2B$15,623

PTLC

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 92.4% in common

PTLCMeasureIWB

+7.7%Year to dateJan 1 → Nov 4+13.0%

+7.6%1 yearTotal return+13.2%

+16.6%3 years · per year$10,000 became $15,863 · $19,023+23.9%

+9.3%5 years · per year$10,000 became $15,623 · $17,459+11.8%

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

0.99%Trailing 12-mo yield$99 · $91 a year on $10k0.91%

−8.8%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.9%

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

3–5IWB wins

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

More Ways to See the Pairs

PTLC vs IWB: Top 5 Holdings

Today

PTLC

27.3%in top 5

IWB

in top 525.2%

PTLCStockIWB

7.7%NVDA6.9%

7.4%AAPL6.9%

5.9%MSFT5.5%

3.8%AMZN3.5%

2.5%GOOGL2.3%

Held in common92.4%

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

PTLC vs IWB Returns, Every Period

PacerPTLC

+9.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

PTLCIWBFaded: behind in that period

0–4IWB wins

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

PTLC vs IWB

YTD

PacerPTLC

+7.7%

IWBiShares

+13.0%

+7.7%Year to date+13.0%

−8.8%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.9%

1.0%Yield0.9%

$3.2BAssets$47.8B

3–1PTLC wins

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

Cost, Income and Risk

Fees: PTLC, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

PTLC0.60%$60

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

Yields: PTLC, IWB

0.99%highest, PTLC

FundTrailing yieldYield$10k

PTLC0.99%$99

IWB0.91%$91

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

PTLC$99 − $60 = $39

KeptFee

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

Overlap: PTLC, IWB

Today

92.4%most shared, PTLC and IWB

PTLCIWB

PTLC—92.4%

IWB92.4%—

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

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

PTLCWorst drop−8.8%12.2% vol

IWBWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PTLCIWB

+7.7%Year to date+13.0%

1.0%Yield0.9%

+7.6%Past year+13.2%

0.60%Fee0.15%

3–1IWB 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