IVV vs PTH

AIVV

BPTH

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.66%PTH · $266 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.1%IVV and PTH

IVV

PTH

iShares Core S&P 500 ETF · $850BInvesco Dorsey Wright Healthcare Momentum ETF · $299M

+21.8%3 years · per year$18,084 · $19,419+24.8%

+11.4%5 years · per year$17,177 · $10,873+1.7%

0.03%Expense ratio$3 · $74 on $10k · lower wins0.74%

1.14%12-mo yield$114 · $266 on $10k2.66%

−8.9%Worst dropSmaller wins−12.8%

13.6%VolatilityLower wins28.1%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PTH

0.0%ILMN2.0%

0.0%CRL2.3%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BPTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.66%	+2.1%	+15.6%	+24.1%	+24.8%	+1.7%	−12.8%	$299M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BPTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.66%	+2.1%	+15.6%	+24.1%	+24.8%	+1.7%	−12.8%	$299M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PTH

IVV

iShares Core S&P 500

$17,177

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,873

MeasureIVVPTH

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.14%2.66%

5 years, per year+11.4%+1.7%

3 years, per year+21.8%+24.8%

Worst drop · 1Y−8.9%−12.8%

Volatility · 1Y13.6%28.1%

4–2measures won
IVV first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, PTH, VOO

Today

92.2%most shared, IVV and VOO

IVVPTHVOO

IVV—0.1%92.2%

PTH0.1%—0.1%

VOO92.2%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$192most kept, PTH

PTH$266 − $74 = $192

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee