IVV vs PWS

AIVV

BPWS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income2.13%PWS · $213 on $10k

Smallest drop−7.9%PWS · worst fall in 1Y

Held in common49.2%IVV and PWS

IVV

PWS

iShares Core S&P 500 ETF · $875BPacer WealthShield ETF · $16M

+22.0%3 years · per year$18,159 · $12,973+9.1%

+11.9%5 years · per year$17,545 · $10,088+0.2%

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

1.11%12-mo yield$111 · $213 on $10k2.13%

−8.9%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PWS

7.9%AAPL3.9%

7.1%NVDA3.6%

6.2%MSFT3.1%

4.0%AMZN2.1%

Held in common49.2%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BPWS	Pacer WealthShield ETFRead Desk	0.60%	2.13%	+2.6%	+0.1%	−0.2%	+9.1%	+0.2%	−7.9%	$16M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BPWS	Pacer WealthShield ETFRead Desk	0.60%	2.13%	+2.6%	+0.1%	−0.2%	+9.1%	+0.2%	−7.9%	$16M

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 PWS

IVV

iShares Core S&P 500

$17,545

PWS

Pacer WealthShield

$10,088

MeasureIVVPWS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.11%2.13%

5 years, per year+11.9%+0.2%

3 years, per year+22.0%+9.1%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.8%12.8%

3–3measures won
level

49.2%

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

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$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, PWS, QQQ

Today

52.4%most shared, IVV and QQQ

IVVPWSQQQ

IVV—49.2%52.4%

PWS49.2%—31.6%

QQQ52.4%31.6%—

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

Income After Fees on $10,000

$153most kept, PWS

PWS$213 − $60 = $153

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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