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$13,862IXJ · 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%1.28%+17.0%+25.1%+14.0%+6.7%−10.8%16.3%$4.6B1.3

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.66%+15.6%+24.1%+24.8%+1.7%−12.8%28.1%$287M1.8

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

End-of-day Nov 6, 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$13,862

IXJ

PTH

Invesco Dorsey Wright Healthcare Momentum ETF · $287M$10,873

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

IXJMeasurePTH

+17.0%Year to dateJan 1 → Nov 6+15.6%

+25.1%1 yearTotal return+24.1%

+14.0%3 years · per year$10,000 became $14,818 · $19,419+24.8%

+6.7%5 years · per year$10,000 became $13,862 · $10,873+1.7%

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

1.28%Trailing 12-mo yield$128 · $266 a year on $10k2.66%

−10.8%Worst dropSmaller is better−12.8%

16.3%VolatilityLower is calmer28.1%

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

6–2IXJ wins

End-of-day Nov 6, 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

31.0%in top 5

PTH

in top 519.0%

IXJStockPTH

11.1%LLYnot top 5

6.7%JNJnot top 5

5.2%ABBVnot top 5

not top 5THC4.2%

4.1%MRKnot top 5

not top 5ROIV4.0%

4.0%UNHnot top 5

not top 5INSM3.7%

not top 5NTRA3.6%

not top 5GH3.5%

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

IXJ vs PTH Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

PTHInvesco

+1.7%

5 years, per year

IXJPTHFaded: behind in that period

3–1IXJ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IXJ vs PTH

YTD

iSharesIXJ

+17.0%

PTHInvesco

+15.6%

+17.0%Year to date+15.6%

−10.8%Worst drop · 1Y−12.8%

16.3%Volatility · 1Y28.1%

1.3%Yield2.7%

$4.6BAssets$287M

3–1IXJ wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: IXJ, PTH

2.66%highest, PTH

FundTrailing yieldYield$10k

PTH2.66%$266

IXJ1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$192most kept, PTH

PTH$266 − $74 = $192

IXJ$128 − $38 = $90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IXJ, PTH

Today

0.5%most shared, IXJ and PTH

IXJPTH

IXJ—0.5%

PTH0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%IXJ, at 16.3% volatility

IXJWorst drop−10.8%16.3% vol

PTHWorst drop−12.8%28.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PTHIXJ

+15.6%Year to date+17.0%

2.7%Yield1.3%

+24.1%Past year+25.1%

0.74%Fee0.38%

3–1IXJ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026