PTLC vs SCHB

APTLC

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · PTLC $15,623

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common89.1%PTLC and SCHB

PTLC

SCHB

Pacer Trendpilot US Large Cap ETF · $3.2BSchwab U.S. Broad Market ETF · $44.9B

+16.6%3 years · per year$15,863 · $19,056+24.0%

+9.3%5 years · per year$15,623 · $17,270+11.5%

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

0.99%12-mo yield$99 · $104 on $10k1.04%

−8.8%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTLC · SCHB

7.7%NVDA6.8%

7.4%AAPL6.6%

5.9%MSFT5.3%

3.8%AMZN3.4%

Held in common89.1%

End-of-day Nov 4, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk		0.60%	0.99%	+1.6%	+7.7%	+7.6%	+16.6%	+9.3%	−8.8%	$3.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk		0.60%	0.99%	+1.6%	+7.7%	+7.6%	+16.6%	+9.3%	−8.8%	$3.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PTLC vs SCHB

PTLC

Pacer Trendpilot US Large Cap

$15,623

SCHB

Schwab U.S. Broad Market

$17,270

MeasurePTLCSCHB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%1.04%

5 years, per year+9.3%+11.5%

3 years, per year+16.6%+24.0%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.2%13.1%

3–2measures won
SCHB first

89.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PTLC, SCHB

Today

89.1%most shared, PTLC and SCHB

PTLCSCHB

PTLC—89.1%

SCHB89.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

PTLC$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee