Compare · 2 funds side by side · dividends reinvested

PTLC and SCHB

PTLCPacer×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

PTLC and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.3

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%$3.2B1.8

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

PTLC

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 89.1% in common

PTLCMeasureSCHB

+7.7%Year to dateJan 1 → Nov 4+13.3%

+7.6%1 yearTotal return+13.3%

+16.6%3 years · per year$10,000 became $15,863 · $19,056+24.0%

+9.3%5 years · per year$10,000 became $15,623 · $17,270+11.5%

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

0.99%Trailing 12-mo yield$99 · $104 a year on $10k1.04%

−8.8%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.1%

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

2–6SCHB 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 SCHB: Top 5 Holdings

Today

PTLC

27.3%in top 5

SCHB

in top 524.4%

PTLCStockSCHB

7.7%NVDA6.8%

7.4%AAPL6.6%

5.9%MSFT5.3%

3.8%AMZN3.4%

2.5%GOOGL2.2%

Held in common89.1%

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

PTLC vs SCHB Returns, Every Period

PacerPTLC

+9.3%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

PTLCSCHBFaded: behind in that period

0–4SCHB wins

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

PTLC vs SCHB

YTD

PacerPTLC

+7.7%

SCHBSchwab

+13.3%

+7.7%Year to date+13.3%

−8.8%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.1%

1.0%Yield1.0%

$3.2BAssets$44.0B

2–1PTLC wins

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

Cost, Income and Risk

Fees: PTLC, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PTLC0.60%$60

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

Yields: PTLC, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

PTLC0.99%$99

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

PTLC$99 − $60 = $39

KeptFee

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

Overlap: PTLC, SCHB

Today

89.1%most shared, PTLC and SCHB

PTLCSCHB

PTLC—89.1%

SCHB89.1%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

PTLCWorst drop−8.8%12.2% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBPTLC

+13.3%Year to date+7.7%

1.0%Yield1.0%

+13.3%Past year+7.6%

0.03%Fee0.60%

3–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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