Compare · 2 funds side by side · dividends reinvested

PWS and SPY

PWSPacer×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

PWS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Pacer WealthShield ETFUnsorted0.60%2.10%+1.8%−1.2%+9.8%+0.8%−6.9%11.9%$15M1.6

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: PWS 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Pacer WealthShield ETF · $15M$10,384

PWS

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

PWSMeasureSPY

+1.8%Year to dateJan 1 → Nov 4+13.3%

−1.2%1 yearTotal return+13.4%

+9.8%3 years · per year$10,000 became $13,253 · $19,132+24.1%

+0.8%5 years · per year$10,000 became $10,384 · $18,060+12.6%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

2.10%Trailing 12-mo yield$210 · $99 a year on $10k0.99%

−6.9%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

PWS vs SPY: Top 5 Holdings

Today

PWS

16.9%in top 5

SPY

in top 527.3%

PWSStockSPY

3.9%NVDA7.7%

3.7%AAPL7.4%

3.0%MSFT5.9%

not top 5AMZN3.8%

3.7%LLYnot top 5

2.6%BRK-Bnot top 5

not top 5GOOGL2.5%

Held in common49.2%

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

PWS vs SPY Returns, Every Period

PacerPWS

+0.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PWSSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: PWS vs SPY

YTD

PacerPWS

+1.8%

SPYSPDR

+13.3%

+1.8%Year to date+13.3%

−6.9%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y12.9%

2.1%Yield1.0%

$14.6MAssets$805B

3–1PWS wins

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

Cost, Income and Risk

Fees: PWS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PWS0.60%$60

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

Yields: PWS, SPY

2.10%highest, PWS

FundTrailing yieldYield$10k

PWS2.10%$210

SPY0.99%$99

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

Income After Fees on $10,000

$150most kept, PWS

PWS$210 − $60 = $150

SPY$99 − $9 = $90

KeptFee

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

Overlap: PWS, SPY

Today

49.2%most shared, PWS and SPY

PWSSPY

PWS—49.2%

SPY49.2%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

PWSWorst drop−6.9%11.9% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PWSSPY

+1.8%Year to date+13.3%

2.1%Yield1.0%

−1.2%Past year+13.4%

0.60%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026