PSMJ vs IVV

APSMJ

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−3.7%PSMJ · worst fall in 1Y

Held in common[…]PSMJ and IVV

PSMJ

IVV

Pacer Swan SOS Moderate (July) ETF · $106MiShares Core S&P 500 ETF · $850B

+14.2%3 years · per year$14,897 · $18,084+21.8%

+10.0%5 years · per year$16,070 · $17,177+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $114 on $10k1.14%

−3.7%Worst dropSmaller wins−8.9%

6.2%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSMJ · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	APSMJ	Pacer Swan SOS Moderate (July) ETFRead Desk	0.49%	0.00%	+0.1%	+5.1%	+6.9%	+14.2%	+10.0%	−3.7%	$106M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	APSMJ	Pacer Swan SOS Moderate (July) ETFRead Desk	0.49%	0.00%	+0.1%	+5.1%	+6.9%	+14.2%	+10.0%	−3.7%	$106M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSMJ vs IVV

PSMJ

Pacer Swan SOS Moderate (July)

$16,070

IVV

iShares Core S&P 500

$17,177

MeasurePSMJIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.00%1.14%

5 years, per year+10.0%+11.4%

3 years, per year+14.2%+21.8%

Worst drop · 1Y−3.7%−8.9%

Volatility · 1Y6.2%13.6%

4–2measures won
IVV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PSMJ, IVV, VOO

Today

92.2%most shared, IVV and VOO

PSMJIVVVOO

PSMJ—[…][…]

IVV[…]—92.2%

VOO[…]92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PSMJ$0 − $49 = −$49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee