PTLC vs IWB

APTLC

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,543IWB · PTLC $14,809

Lowest cost0.15%IWB · $15 on $10k

Most income1.03%PTLC · $103 on $10k

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

Held in common92.5%PTLC and IWB

PTLC

IWB

Pacer Trendpilot US Large Cap ETF · $3.2BiShares Russell 1000 ETF · $48.5B

+14.7%3 years · per year$15,098 · $18,083+21.8%

+8.2%5 years · per year$14,809 · $16,543+10.6%

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

1.03%12-mo yield$103 · $95 on $10k0.95%

−8.8%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPTLC · IWB

7.7%AAPL7.1%

7.3%NVDA6.6%

6.2%MSFT5.8%

3.9%AMZN3.6%

Held in common92.5%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk		0.60%	1.03%	−4.3%	+3.1%	+4.3%	+14.7%	+8.2%	−8.8%	$3.2B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk		0.60%	1.03%	−4.3%	+3.1%	+4.3%	+14.7%	+8.2%	−8.8%	$3.2B

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

PTLC vs IWB

PTLC

Pacer Trendpilot US Large Cap

$14,809

IWB

iShares Russell 1000

$16,543

MeasurePTLCIWB

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield1.03%0.95%

5 years, per year+8.2%+10.6%

3 years, per year+14.7%+21.8%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y13.0%13.6%

3–2measures won
IWB first

92.5%

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: PTLC, IWB

Today

92.5%most shared, PTLC and IWB

PTLCIWB

PTLC—92.5%

IWB92.5%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

PTLC$103 − $60 = $43

KeptFee

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