PALC vs USMV

APALC

BUSMV

Measures won1–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,273USMV · PALC $13,395

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 common28.0%PALC and USMV

PALC

USMV

Pacer Lunt Large Cap Multi-Factor Alternator ETF · $192MiShares MSCI USA Min Vol Factor ETF · $24.5B

+15.0%3 years · per year$15,208 · $14,878+14.2%

+6.0%5 years · per year$13,395 · $14,273+7.4%

0.60%Expense ratio$60 · $15 on $10k · lower wins0.15%

1.32%12-mo yield$132 · $139 on $10k1.39%

−12.4%Worst dropSmaller wins−6.5%

15.7%VolatilityLower wins9.1%

1–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPALC · USMV

3.5%BRK-B1.6%

1.6%CB1.6%

1.9%VZ1.3%

1.2%MCK1.6%

Held in common28.0%

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	APALC	Pacer Lunt Large Cap Multi-Factor Alternator ETFRead Desk		0.60%	1.32%	−1.3%	+1.6%	+4.3%	+15.0%	+6.0%	−12.4%	$192M

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	APALC	Pacer Lunt Large Cap Multi-Factor Alternator ETFRead Desk		0.60%	1.32%	−1.3%	+1.6%	+4.3%	+15.0%	+6.0%	−12.4%	$192M

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

PALC vs USMV

PALC

Pacer Lunt Large Cap Multi-Factor Alternator

$13,395

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasurePALCUSMV

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield1.32%1.39%

5 years, per year+6.0%+7.4%

3 years, per year+15.0%+14.2%

Worst drop · 1Y−12.4%−6.5%

Volatility · 1Y15.7%9.1%

5–1measures won
USMV first

28.0%

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: PALC, USMV

Today

28.0%most shared, PALC and USMV

PALCUSMV

PALC—28.0%

USMV28.0%—

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

PALC$132 − $60 = $72

KeptFee

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