ALTL vs SPY

AALTL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · ALTL $9,697

Lowest cost0.09%SPY · $9 on $10k

Most income1.51%ALTL · $151 on $10k

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

Held in common16.3%ALTL and SPY

ALTL

SPY

Pacer Lunt Large Cap Alternator ETF · $72MState Street SPDR S&P 500 ETF · $805B

+9.0%3 years · per year$12,936 · $19,132+24.1%

−0.6%5 years · per year$9,697 · $18,060+12.6%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

1.51%12-mo yield$151 · $99 on $10k0.99%

−25.6%Worst dropSmaller wins−8.9%

23.4%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsALTL · SPY

1.5%BRK-B1.6%

1.1%V1.1%

1.1%JNJ1.0%

0.8%JPM1.4%

Held in common16.3%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.51%	+2.1%	−8.3%	−11.1%	+9.0%	−0.6%	−25.6%	$72M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.51%	+2.1%	−8.3%	−11.1%	+9.0%	−0.6%	−25.6%	$72M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALTL vs SPY

ALTL

Pacer Lunt Large Cap Alternator

$9,697

SPY

SPDR S&P 500

$18,060

MeasureALTLSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.51%0.99%

5 years, per year−0.6%+12.6%

3 years, per year+9.0%+24.1%

Worst drop · 1Y−25.6%−8.9%

Volatility · 1Y23.4%12.9%

5–1measures won
SPY first

16.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ALTL, SPY

Today

16.3%most shared, ALTL and SPY

ALTLSPY

ALTL—16.3%

SPY16.3%—

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

Income After Fees on $10,000

$91most kept, ALTL

ALTL$151 − $60 = $91

SPY$99 − $9 = $90

KeptFee

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