PWS vs SPY

APWS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · PWS $10,384

Lowest cost0.09%SPY · $9 on $10k

Most income2.10%PWS · $210 on $10k

Smallest drop−6.9%PWS · worst fall in 1Y

Held in common49.2%PWS and SPY

PWS

SPY

Pacer WealthShield ETF · $15MState Street SPDR S&P 500 ETF · $805B

+9.8%3 years · per year$13,253 · $19,132+24.1%

+0.8%5 years · per year$10,384 · $18,060+12.6%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

2.10%12-mo yield$210 · $99 on $10k0.99%

−6.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPWS · SPY

3.9%NVDA7.7%

3.7%AAPL7.4%

3.0%MSFT5.9%

2.0%AMZN3.8%

Held in common49.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APWS	Pacer WealthShield ETFRead Desk		0.60%	2.10%	+2.5%	+1.8%	−1.2%	+9.8%	+0.8%	−6.9%	$15M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APWS	Pacer WealthShield ETFRead Desk		0.60%	2.10%	+2.5%	+1.8%	−1.2%	+9.8%	+0.8%	−6.9%	$15M

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

PWS vs SPY

PWS

Pacer WealthShield

$10,384

SPY

SPDR S&P 500

$18,060

MeasurePWSSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield2.10%0.99%

5 years, per year+0.8%+12.6%

3 years, per year+9.8%+24.1%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.9%12.9%

3–3measures won
level

49.2%

holdings shared

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

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

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: PWS, SPY

Today

49.2%most shared, PWS and SPY

PWSSPY

PWS—49.2%

SPY49.2%—

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

Income After Fees on $10,000

$150most kept, PWS

PWS$210 − $60 = $150

SPY$99 − $9 = $90

KeptFee

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