IVV vs PWS

AIVV

BPWS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.20%PWS · $220 on $10k

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

Held in common49.3%IVV and PWS

IVV

PWS

iShares Core S&P 500 ETF · $850BPacer WealthShield ETF · $14M

+22.1%3 years · per year$18,221 · $12,602+8.0%

+11.4%5 years · per year$17,151 · $9,810−0.4%

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

1.14%12-mo yield$114 · $220 on $10k2.20%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins12.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PWS

7.7%AAPL3.9%

7.3%NVDA3.7%

6.2%MSFT3.1%

3.9%AMZN2.1%

Held in common49.3%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BPWS	Pacer WealthShield ETFRead Desk	0.60%	2.20%	−4.5%	−2.9%	−4.0%	+8.0%	−0.4%	−7.9%	$14M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BPWS	Pacer WealthShield ETFRead Desk	0.60%	2.20%	−4.5%	−2.9%	−4.0%	+8.0%	−0.4%	−7.9%	$14M

End-of-day Nov 5, 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

$17,152

PWS

Pacer WealthShield

$9,810

MeasureIVVPWS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.14%2.20%

5 years, per year+11.4%−0.4%

3 years, per year+22.1%+8.0%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%12.6%

3–3measures won
level

49.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, PWS, VOO

Today

93.5%most shared, IVV and VOO

IVVPWSVOO

IVV—49.3%93.5%

PWS49.3%—47.1%

VOO93.5%47.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, PWS

PWS$220 − $60 = $160

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee