Compare · 2 funds side by side · dividends reinvested

PTH and VHT

PTHInvesco×VHTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,313VHT · best of the two

02 / 04

PTH and VHT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.6%+28.1%+16.9%+7.4%−10.4%15.8%$19.1B1.3

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.59%+18.5%+24.8%+27.7%+2.6%−12.8%27.2%$285M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: PTH 2006 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

PTH

VHT

Vanguard Health Care ETF · $19.1B$14,313

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

PTHMeasureVHT

+18.5%Year to dateJan 1 → Nov 3+19.6%

+24.8%1 yearTotal return+28.1%

+27.7%3 years · per year$10,000 became $20,809 · $15,988+16.9%

+2.6%5 years · per year$10,000 became $11,349 · $14,313+7.4%

0.74%Expense ratio$74 · $9 a year on $10k · lower is better0.09%

2.59%Trailing 12-mo yield$259 · $135 a year on $10k1.35%

−12.8%Worst dropSmaller is better−10.4%

27.2%VolatilityLower is calmer15.8%

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

2–6VHT wins

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

More Ways to See the Pairs

PTH vs VHT: Top 5 Holdings

Today

PTH

18.8%in top 5

VHT

in top 537.8%

PTHStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

not top 5MRK5.0%

not top 5UNH4.7%

3.9%THCnot top 5

3.8%GHnot top 5

3.8%ROIVnot top 5

3.6%RVMDnot top 5

3.6%NTRAnot top 5

Held in common5.4%

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

PTH vs VHT Returns, Every Period

InvescoPTH

+2.6%

5 years, per year

VHTVanguard

+7.4%

5 years, per year

PTHVHTFaded: behind in that period

1–3VHT wins

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

PTH vs VHT

YTD

InvescoPTH

+18.5%

VHTVanguard

+19.6%

+18.5%Year to date+19.6%

−12.8%Worst drop · 1Y−10.4%

27.2%Volatility · 1Y15.8%

2.6%Yield1.4%

$285MAssets$19.1B

3–1VHT wins

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

Cost, Income and Risk

Fees: PTH, VHT

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

PTH0.74%$74

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

Yields: PTH, VHT

2.59%highest, PTH

FundTrailing yieldYield$10k

PTH2.59%$259

VHT1.35%$135

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

Income After Fees on $10,000

$185most kept, PTH

PTH$259 − $74 = $185

VHT$135 − $9 = $126

KeptFee

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

Overlap: PTH, VHT

Today

5.4%most shared, PTH and VHT

PTHVHT

PTH—5.4%

VHT5.4%—

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

Return vs Bumpiness: 2 ETFs

+28.1%VHT, at 15.8% volatility

VHTWorst drop−10.4%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

PTHVHT

+18.5%Year to date+19.6%

2.6%Yield1.4%

+24.8%Past year+28.1%

0.74%Fee0.09%

3–1VHT 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