Compare · 2 funds side by side · dividends reinvested

PTH and VIG

PTHInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

PTH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.54%+20.9%+28.8%+27.8%+3.0%−12.8%27.3%$285M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Healthcare Momentum ETF · $285M$11,612

PTH

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PTHMeasureVIG

+20.9%Year to dateJan 1 → Nov 4+16.4%

+28.8%1 yearTotal return+18.9%

+27.8%3 years · per year$10,000 became $20,894 · $17,533+20.6%

+3.0%5 years · per year$10,000 became $11,612 · $17,005+11.2%

0.74%Expense ratio$74 · $4 a year on $10k · lower is better0.04%

2.54%Trailing 12-mo yield$254 · $144 a year on $10k1.44%

−12.8%Worst dropSmaller is better−7.9%

27.3%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

PTH vs VIG: Top 5 Holdings

Today

PTH

18.7%in top 5

VIG

in top 522.1%

PTHStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.9%GHnot top 5

3.8%ROIVnot top 5

3.8%THCnot top 5

3.7%RVMDnot top 5

3.7%NTRAnot top 5

Held in common0.0%

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

PTH vs VIG Returns, Every Period

InvescoPTH

+3.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PTHVIGFaded: behind in that period

3–1PTH wins

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

Sector vs Income: PTH vs VIG

YTD

InvescoPTH

+20.9%

VIGVanguard

+16.4%

+20.9%Year to date+16.4%

−12.8%Worst drop · 1Y−7.9%

27.3%Volatility · 1Y10.2%

2.5%Yield1.4%

$285MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PTH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PTH0.74%$74

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

Yields: PTH, VIG

2.54%highest, PTH

FundTrailing yieldYield$10k

PTH2.54%$254

VIG1.44%$144

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

Income After Fees on $10,000

$180most kept, PTH

PTH$254 − $74 = $180

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PTH, VIG

Today

0.0%most shared, PTH and VIG

PTHVIG

PTH—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+28.8%PTH, at 27.3% volatility

VIGWorst drop−7.9%10.2% 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

PTHVIG

+20.9%Year to date+16.4%

2.5%Yield1.4%

+28.8%Past year+18.9%

0.74%Fee0.04%

3–1PTH 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026