Compare · 2 funds side by side · dividends reinvested

PTH and IXJ

PTHInvesco×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,815IXJ · best of the two

02 / 04

PTH and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.59%+18.5%+24.8%+27.7%+2.6%−12.8%27.2%$285M1.5

iShares Global Healthcare ETFSectors · Health care0.38%1.29%+16.0%+24.7%+14.4%+6.7%−10.8%15.8%$4.6B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PTH 2006 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.6B$13,815

IXJ

PTH

Invesco Dorsey Wright Healthcare Momentum ETF · $285M$11,348

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

IXJMeasurePTH

+16.0%Year to dateJan 1 → Nov 3+18.5%

+24.7%1 yearTotal return+24.8%

+14.4%3 years · per year$10,000 became $14,960 · $20,809+27.7%

+6.7%5 years · per year$10,000 became $13,815 · $11,349+2.6%

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

1.29%Trailing 12-mo yield$129 · $259 a year on $10k2.59%

−10.8%Worst dropSmaller is better−12.8%

15.8%VolatilityLower is calmer27.2%

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

4–4Level

End-of-day Nov 3, 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

32.0%in top 5

PTH

in top 518.8%

IXJStockPTH

11.6%LLYnot top 5

6.7%JNJnot top 5

5.3%ABBVnot top 5

4.2%MRKnot top 5

4.1%UNHnot top 5

not top 5THC3.9%

not top 5GH3.8%

not top 5ROIV3.8%

not top 5RVMD3.6%

not top 5NTRA3.6%

Held in common0.6%

End-of-day Nov 3, 2026 · share of each fund

IXJ vs PTH Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

PTHInvesco

+2.6%

5 years, per year

IXJPTHFaded: behind in that period

1–3PTH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IXJ vs PTH

YTD

iSharesIXJ

+16.0%

PTHInvesco

+18.5%

+16.0%Year to date+18.5%

−10.8%Worst drop · 1Y−12.8%

15.8%Volatility · 1Y27.2%

1.3%Yield2.6%

$4.6BAssets$285M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PTH, IXJ

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

PTH0.74%$74

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PTH, IXJ

2.59%highest, PTH

FundTrailing yieldYield$10k

PTH2.59%$259

IXJ1.29%$129

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, PTH

PTH$259 − $74 = $185

IXJ$129 − $38 = $91

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PTH, IXJ

Today

0.6%most shared, PTH and IXJ

PTHIXJ

PTH—0.6%

IXJ0.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.8%PTH, at 27.2% volatility

IXJWorst drop−10.8%15.8% vol

PTHWorst drop−12.8%27.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PTHIXJ

+18.5%Year to date+16.0%

2.6%Yield1.3%

+24.8%Past year+24.7%

0.74%Fee0.38%

3–1PTH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026