Compare · 2 funds side by side · dividends reinvested

IXJ and PTH

IXJiShares×PTHInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,393IXJ · best of the two

02 / 04

IXJ and PTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.6B1.5

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.54%+20.9%+28.8%+27.8%+3.0%−12.8%27.3%$285M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IXJ 2001 · PTH 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.6B$14,393

IXJ

PTH

Invesco Dorsey Wright Healthcare Momentum ETF · $285M$11,612

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IXJMeasurePTH

+19.7%Year to dateJan 1 → Nov 4+20.9%

+28.6%1 yearTotal return+28.8%

+15.2%3 years · per year$10,000 became $15,304 · $20,894+27.8%

+7.6%5 years · per year$10,000 became $14,393 · $11,612+3.0%

0.38%Expense ratio$38 · $74 a year on $10k · lower is better0.74%

1.25%Trailing 12-mo yield$125 · $254 a year on $10k2.54%

−10.8%Worst dropSmaller is better−12.8%

16.1%VolatilityLower is calmer27.3%

IXJPTH Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXJ vs PTH: Top 5 Holdings

Today

IXJ

31.6%in top 5

PTH

in top 518.7%

IXJStockPTH

11.6%LLYnot top 5

6.6%JNJnot top 5

5.2%ABBVnot top 5

4.1%UNHnot top 5

4.0%MRKnot top 5

not top 5GH3.9%

not top 5ROIV3.8%

not top 5THC3.8%

not top 5RVMD3.7%

not top 5NTRA3.7%

Held in common0.6%

End-of-day Nov 4, 2026 · share of each fund

IXJ vs PTH Returns, Every Period

iSharesIXJ

+7.6%

5 years, per year

PTHInvesco

+3.0%

5 years, per year

IXJPTHFaded: behind in that period

1–3PTH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IXJ vs PTH

YTD

iSharesIXJ

+19.7%

PTHInvesco

+20.9%

+19.7%Year to date+20.9%

−10.8%Worst drop · 1Y−12.8%

16.1%Volatility · 1Y27.3%

1.2%Yield2.5%

$4.6BAssets$285M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXJ, PTH

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

PTH0.74%$74

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IXJ, PTH

2.54%highest, PTH

FundTrailing yieldYield$10k

PTH2.54%$254

IXJ1.25%$125

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, PTH

PTH$254 − $74 = $180

IXJ$125 − $38 = $87

KeptFee

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

Overlap: IXJ, PTH

Today

0.6%most shared, IXJ and PTH

IXJPTH

IXJ—0.6%

PTH0.6%—

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

Return vs Bumpiness: 2 ETFs

+28.8%PTH, at 27.3% volatility

IXJWorst drop−10.8%16.1% vol

PTHWorst drop−12.8%27.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PTHIXJ

+20.9%Year to date+19.7%

2.5%Yield1.2%

+28.8%Past year+28.6%

0.74%Fee0.38%

3–1PTH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026