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$13,862IXJ · best of the two

02 / 04

PTH and IXJ, 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: PTH 2006 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

PTH

IXJ

iShares Global Healthcare ETF · $4.6B$13,862

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

PTHMeasureIXJ

+15.6%Year to dateJan 1 → Nov 6+17.0%

+24.1%1 yearTotal return+25.1%

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

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

0.74%Expense ratio$74 · $38 a year on $10k · lower is better0.38%

2.66%Trailing 12-mo yield$266 · $128 a year on $10k1.28%

−12.8%Worst dropSmaller is better−10.8%

28.1%VolatilityLower is calmer16.3%

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

2–6IXJ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PTH vs IXJ: Top 5 Holdings

Today

PTH

19.0%in top 5

IXJ

in top 531.0%

PTHStockIXJ

not top 5LLY11.1%

not top 5JNJ6.7%

not top 5ABBV5.2%

4.2%THCnot top 5

not top 5MRK4.1%

4.0%ROIVnot top 5

not top 5UNH4.0%

3.7%INSMnot top 5

3.6%NTRAnot top 5

3.5%GHnot top 5

Held in common0.5%

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

PTH vs IXJ Returns, Every Period

InvescoPTH

+1.7%

5 years, per year

IXJiShares

+6.7%

5 years, per year

PTHIXJFaded: behind in that period

1–3IXJ wins

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

PTH vs IXJ

YTD

InvescoPTH

+15.6%

IXJiShares

+17.0%

+15.6%Year to date+17.0%

−12.8%Worst drop · 1Y−10.8%

28.1%Volatility · 1Y16.3%

2.7%Yield1.3%

$287MAssets$4.6B

3–1IXJ wins

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

Yields: PTH, IXJ

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: PTH, IXJ

Today

0.5%most shared, PTH and IXJ

PTHIXJ

PTH—0.5%

IXJ0.5%—

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