Compare · 3 funds side by side · dividends reinvested

PWS, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

PWS, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

Pacer WealthShield ETFUnsorted0.60%2.20%−2.9%−4.0%+8.0%−0.4%−7.9%12.6%$14M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PWS 2017 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Pacer WealthShield ETF · $14M$9,810

PWS

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 49.3% in common

PWSMeasureIVV

−2.9%Year to dateJan 1 → Nov 5+8.4%

−4.0%1 yearTotal return+9.7%

+8.0%3 years · per year$10,000 became $12,602 · $18,221+22.1%

−0.4%5 years · per year$10,000 became $9,810 · $17,151+11.4%

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

2.20%Trailing 12-mo yield$220 · $114 a year on $10k1.14%

−7.9%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

PWS vs IVV: Top 5 Holdings

Today

PWS

16.9%in top 5

IVV

in top 527.7%

PWSStockIVV

3.9%AAPL7.7%

3.7%NVDA7.3%

3.1%MSFT6.2%

not top 5AMZN3.9%

3.6%LLYnot top 5

2.6%BRK-Bnot top 5

not top 5GOOGL2.6%

Held in common49.3%

End-of-day Nov 5, 2026 · share of each fund

PWS vs IVV Returns, Every Period

PacerPWS

−0.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

PWSIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: PWS vs IVV

YTD

PacerPWS

−2.9%

IVViShares

+8.4%

−2.9%Year to date+8.4%

−7.9%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.6%

2.2%Yield1.1%

$13.9MAssets$850B

3–1PWS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWS, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

PWS0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PWS, IVV, VOO

2.20%highest, PWS

FundTrailing yieldYield$10k

PWS2.20%$220

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, PWS

PWS$220 − $60 = $160

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PWS, IVV, VOO

Today

93.5%most shared, IVV and VOO

PWSIVVVOO

PWS—49.3%47.1%

IVV49.3%—93.5%

VOO47.1%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

PWSWorst drop−7.9%12.6% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PWSVOO

−2.9%Year to date+8.4%

2.2%Yield1.1%

−4.0%Past year+9.8%

0.60%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026