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$14,891VHT · 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%1.31%+23.3%+32.1%+17.9%+8.3%−10.4%16.0%$19.1B1.3

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.54%+20.9%+28.8%+27.8%+3.0%−12.8%27.3%$293M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PTH 2006 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Health Care ETF · $19.1B$14,891

VHT

PTH

Invesco Dorsey Wright Healthcare Momentum ETF · $293M$11,612

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

VHTMeasurePTH

+23.3%Year to dateJan 1 → Nov 4+20.9%

+32.1%1 yearTotal return+28.8%

+17.9%3 years · per year$10,000 became $16,391 · $20,894+27.8%

+8.3%5 years · per year$10,000 became $14,891 · $11,612+3.0%

0.09%Expense ratio$9 · $74 a year on $10k · lower is better0.74%

1.31%Trailing 12-mo yield$131 · $254 a year on $10k2.54%

−10.4%Worst dropSmaller is better−12.8%

16.0%VolatilityLower is calmer27.3%

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

6–2VHT wins

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

More Ways to See the Pairs

VHT vs PTH: Top 5 Holdings

Today

VHT

37.8%in top 5

PTH

in top 518.7%

VHTStockPTH

12.9%LLYnot top 5

8.8%JNJnot top 5

6.5%ABBVnot top 5

5.0%MRKnot top 5

4.7%UNHnot top 5

not top 5GH3.9%

not top 5ROIV3.8%

not top 5THC3.8%

not top 5RVMD3.7%

not top 5NTRA3.7%

Held in common5.4%

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

VHT vs PTH Returns, Every Period

VanguardVHT

+8.3%

5 years, per year

PTHInvesco

+3.0%

5 years, per year

VHTPTHFaded: behind in that period

3–1VHT wins

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

VHT vs PTH

YTD

VanguardVHT

+23.3%

PTHInvesco

+20.9%

+23.3%Year to date+20.9%

−10.4%Worst drop · 1Y−12.8%

16.0%Volatility · 1Y27.3%

1.3%Yield2.5%

$19.1BAssets$293M

3–1VHT wins

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

Yields: PTH, VHT

2.54%highest, PTH

FundTrailing yieldYield$10k

PTH2.54%$254

VHT1.31%$131

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

Income After Fees on $10,000

$180most kept, PTH

PTH$254 − $74 = $180

VHT$131 − $9 = $122

KeptFee

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

Return vs Bumpiness: 2 ETFs

+32.1%VHT, at 16.0% volatility

VHTWorst drop−10.4%16.0% 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

PTHVHT

+20.9%Year to date+23.3%

2.5%Yield1.3%

+28.8%Past year+32.1%

0.74%Fee0.09%

3–1VHT 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026