PTLC vs IVV

APTLC

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.8%PTLC · worst fall in 1Y

Held in common99.5%PTLC and IVV

PTLC

IVV

Pacer Trendpilot US Large Cap ETF · $3.2BiShares Core S&P 500 ETF · $853B

+14.9%3 years · per year$15,183 · $18,159+22.0%

+8.6%5 years · per year$15,140 · $17,545+11.9%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.01%12-mo yield$101 · $111 on $10k1.11%

−8.8%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPTLC · IVV

7.8%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

Held in common99.5%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk	0.60%	1.01%	+2.3%	+5.7%	+7.8%	+14.9%	+8.6%	−8.8%	$3.2B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk	0.60%	1.01%	+2.3%	+5.7%	+7.8%	+14.9%	+8.6%	−8.8%	$3.2B

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

PTLC vs IVV

PTLC

Pacer Trendpilot US Large Cap

$15,140

IVV

iShares Core S&P 500

$17,545

MeasurePTLCIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.01%1.11%

5 years, per year+8.6%+11.9%

3 years, per year+14.9%+22.0%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y13.1%13.8%

4–2measures won
IVV first

99.5%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PTLC, IVV, VOO

Today

99.5%most shared, PTLC and IVV

PTLCIVVVOO

PTLC—99.5%92.6%

IVV99.5%—92.7%

VOO92.6%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

PTLC$101 − $60 = $41

KeptFee

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