Compare · 2 funds side by side · dividends reinvested

PTMC and IWR

PTMCPacer×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

PTMC and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.1

Pacer Trendpilot US Mid Cap ETFUS Stock Styles · Mid cap0.60%1.63%+13.3%+15.8%+11.4%+3.5%−8.9%15.0%$373M1.9

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: PTMC 2015 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Trendpilot US Mid Cap ETF · $373M$11,885

PTMC

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

PTMCMeasureIWR

+13.3%Year to dateJan 1 → Nov 4+16.9%

+15.8%1 yearTotal return+18.2%

+11.4%3 years · per year$10,000 became $13,824 · $17,790+21.2%

+3.5%5 years · per year$10,000 became $11,885 · $14,596+7.9%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

1.63%Trailing 12-mo yield$163 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−8.2%

15.0%VolatilityLower is calmer13.4%

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

1–7IWR wins

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

More Ways to See the Pairs

PTMC vs IWR: Top 5 Holdings

Today

PTMC

3.8%in top 5

IWR

in top 53.7%

PTMCStockIWR

not top 5MPC0.9%

0.9%OKTAnot top 5

not top 5PSX0.8%

0.8%FTInot top 5

0.7%UTHRnot top 5

not top 5SNOW0.7%

0.7%ATInot top 5

0.7%ENTGnot top 5

not top 5NET0.6%

not top 5MRNA0.6%

Held in common21.8%

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

PTMC vs IWR Returns, Every Period

PacerPTMC

+3.5%

5 years, per year

IWRiShares

+7.9%

5 years, per year

PTMCIWRFaded: behind in that period

0–4IWR wins

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

PTMC vs IWR

YTD

PacerPTMC

+13.3%

IWRiShares

+16.9%

+13.3%Year to date+16.9%

−8.9%Worst drop · 1Y−8.2%

15.0%Volatility · 1Y13.4%

1.6%Yield1.1%

$373MAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: PTMC, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

PTMC0.60%$60

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

Yields: PTMC, IWR

1.63%highest, PTMC

FundTrailing yieldYield$10k

PTMC1.63%$163

IWR1.14%$114

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

Income After Fees on $10,000

$103most kept, PTMC

PTMC$163 − $60 = $103

IWR$114 − $18 = $96

KeptFee

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

Overlap: PTMC, IWR

Today

21.8%most shared, PTMC and IWR

PTMCIWR

PTMC—21.8%

IWR21.8%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

PTMCWorst drop−8.9%15.0% vol

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

Paid More vs Made More

YTD

PTMCIWR

+13.3%Year to date+16.9%

1.6%Yield1.1%

+15.8%Past year+18.2%

0.60%Fee0.18%

3–1IWR 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