IVV vs ALTL

AIVV

BALTL

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.52%ALTL · $152 on $10k

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

Held in common16.7%IVV and ALTL

IVV

ALTL

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

+22.0%3 years · per year$18,159 · $12,580+8.0%

+11.9%5 years · per year$17,545 · $9,295−1.5%

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

1.11%12-mo yield$111 · $152 on $10k1.52%

−8.9%Worst dropSmaller wins−25.6%

13.8%VolatilityLower wins23.2%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ALTL

1.7%BRK-B1.5%

1.1%V1.1%

1.0%JNJ1.1%

0.8%MA1.0%

Held in common16.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk	0.60%	1.52%	+1.2%	−9.1%	−9.2%	+8.0%	−1.5%	−25.6%	$71M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk	0.60%	1.52%	+1.2%	−9.1%	−9.2%	+8.0%	−1.5%	−25.6%	$71M

End-of-day Nov 9, 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

$17,545

ALTL

Pacer Lunt Large Cap Alternator

$9,295

MeasureIVVALTL

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.11%1.52%

5 years, per year+11.9%−1.5%

3 years, per year+22.0%+8.0%

Worst drop · 1Y−8.9%−25.6%

Volatility · 1Y13.8%23.2%

5–1measures won
IVV first

16.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, ALTL, VTI

Today

86.0%most shared, IVV and VTI

IVVALTLVTI

IVV—16.7%86.0%

ALTL16.7%—13.5%

VTI86.0%13.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

ALTL$152 − $60 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee