LCOW vs USMV

ALCOW

BUSMV

Measures won0–4USMV wins · of 6 · 5Y

$10,000 · 5Y$14,273USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common28.3%LCOW and USMV

LCOW

USMV

Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF · $29MiShares MSCI USA Min Vol Factor ETF · $24.5B

[…]3 years · per year[…] · $14,878+14.2%

[…]5 years · per year[…] · $14,273+7.4%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

0.65%12-mo yield$65 · $139 on $10k1.39%

−10.3%Worst dropSmaller wins−6.5%

13.0%VolatilityLower wins9.1%

0–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCOW · USMV

5.2%MSFT1.7%

3.8%JNJ1.5%

2.2%MRK1.4%

5.8%MA1.4%

Held in common28.3%

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

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B
2	ALCOW	Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETFRead Desk		0.49%	0.65%	−3.8%	+10.7%	+14.0%	new	new	−10.3%	$29M

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

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B
2	ALCOW	Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETFRead Desk		0.49%	0.65%	−3.8%	+10.7%	+14.0%	new	new	−10.3%	$29M

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

LCOW vs USMV

LCOW

Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureLCOWUSMV

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield0.65%1.39%

5 years, per year[…]+7.4%

3 years, per year[…]+14.2%

Worst drop · 1Y−10.3%−6.5%

Volatility · 1Y13.0%9.1%

4–0measures won
USMV first

28.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LCOW, USMV

Today

28.3%most shared, LCOW and USMV

LCOWUSMV

LCOW—28.3%

USMV28.3%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

LCOW$65 − $49 = $16

KeptFee

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