ALTL vs SCHB

AALTL

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,894SCHB · ALTL $9,380

Lowest cost0.03%SCHB · $3 on $10k

Most income1.54%ALTL · $154 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common15.0%ALTL and SCHB

ALTL

SCHB

Pacer Lunt Large Cap Alternator ETF · $71MSchwab U.S. Broad Market ETF · $44.0B

+8.5%3 years · per year$12,756 · $18,993+23.8%

−1.3%5 years · per year$9,380 · $16,894+11.1%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.54%12-mo yield$154 · $106 on $10k1.06%

−25.5%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsALTL · SCHB

1.4%BRK-B1.4%

1.0%V1.0%

1.1%JNJ0.9%

0.8%JPM1.2%

Held in common15.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.54%	−0.6%	−10.2%	−12.8%	+8.5%	−1.3%	−25.5%	$71M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.54%	−0.6%	−10.2%	−12.8%	+8.5%	−1.3%	−25.5%	$71M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALTL vs SCHB

ALTL

Pacer Lunt Large Cap Alternator

$9,380

SCHB

Schwab U.S. Broad Market

$16,894

MeasureALTLSCHB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.54%1.06%

5 years, per year−1.3%+11.1%

3 years, per year+8.5%+23.8%

Worst drop · 1Y−25.5%−8.9%

Volatility · 1Y23.3%13.1%

5–1measures won
SCHB first

15.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ALTL, SCHB

Today

15.0%most shared, ALTL and SCHB

ALTLSCHB

ALTL—15.0%

SCHB15.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

ALTL$154 − $60 = $94

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee