PTMC vs IWR

APTMC

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR · PTMC $11,885

Lowest cost0.18%IWR · $18 on $10k

Most income1.63%PTMC · $163 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common21.8%PTMC and IWR

PTMC

IWR

Pacer Trendpilot US Mid Cap ETF · $374MiShares Russell Mid-Cap ETF · $58.8B

+11.4%3 years · per year$13,824 · $17,790+21.2%

+3.5%5 years · per year$11,885 · $14,596+7.9%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

1.63%12-mo yield$163 · $114 on $10k1.14%

−8.9%Worst dropSmaller wins−8.2%

15.0%VolatilityLower wins13.4%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTMC · IWR

0.9%OKTA0.2%

0.8%FTI0.2%

0.7%UTHR0.2%

0.7%ATI0.2%

Held in common21.8%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	APTMC	Pacer Trendpilot US Mid Cap ETFRead Desk		0.60%	1.63%	+0.5%	+13.3%	+15.8%	+11.4%	+3.5%	−8.9%	$374M

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	APTMC	Pacer Trendpilot US Mid Cap ETFRead Desk		0.60%	1.63%	+0.5%	+13.3%	+15.8%	+11.4%	+3.5%	−8.9%	$374M

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

PTMC vs IWR

PTMC

Pacer Trendpilot US Mid Cap

$11,885

IWR

iShares Russell Mid-Cap

$14,596

MeasurePTMCIWR

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield1.63%1.14%

5 years, per year+3.5%+7.9%

3 years, per year+11.4%+21.2%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y15.0%13.4%

5–1measures won
IWR first

21.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PTMC, IWR

Today

21.8%most shared, PTMC and IWR

PTMCIWR

PTMC—21.8%

IWR21.8%—

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

Income After Fees on $10,000

$103most kept, PTMC

PTMC$163 − $60 = $103

IWR$114 − $18 = $96

KeptFee

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