IVV vs ALTL

AIVV

BALTL

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · ALTL $9,353

Lowest cost0.03%IVV · $3 on $10k

Most income1.54%ALTL · $154 on $10k

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

Held in common16.9%IVV and ALTL

IVV

ALTL

iShares Core S&P 500 ETF · $853BPacer Lunt Large Cap Alternator ETF · $71M

+21.8%3 years · per year$18,084 · $12,607+8.0%

+11.4%5 years · per year$17,177 · $9,353−1.3%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.14%12-mo yield$114 · $154 on $10k1.54%

−8.9%Worst dropSmaller wins−25.6%

13.6%VolatilityLower wins23.2%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · ALTL

1.7%BRK-B1.5%

1.1%V1.0%

1.0%JNJ1.1%

0.8%MA1.0%

Held in common16.9%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.54%	−0.9%	−10.2%	−11.6%	+8.0%	−1.3%	−25.6%	$71M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.54%	−0.9%	−10.2%	−11.6%	+8.0%	−1.3%	−25.6%	$71M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs ALTL

IVV

iShares Core S&P 500

$17,177

ALTL

Pacer Lunt Large Cap Alternator

$9,353

MeasureIVVALTL

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.14%1.54%

5 years, per year+11.4%−1.3%

3 years, per year+21.8%+8.0%

Worst drop · 1Y−8.9%−25.6%

Volatility · 1Y13.6%23.2%

5–1measures won
IVV first

16.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, ALTL

Today

16.9%most shared, IVV and ALTL

IVVALTL

IVV—16.9%

ALTL16.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ALTL$154 − $60 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee