IXJ vs PTH

AIXJ

BPTH

Measures won4–2IXJ wins · of 6 · 5Y

$10,000 · 5Y$14,393IXJ · PTH $11,612

Lowest cost0.38%IXJ · $38 on $10k

Most income2.54%PTH · $254 on $10k

Smallest drop−10.8%IXJ · worst fall in 1Y

Held in common0.6%IXJ and PTH

IXJ

PTH

iShares Global Healthcare ETF · $4.6BInvesco Dorsey Wright Healthcare Momentum ETF · $285M

+15.2%3 years · per year$15,304 · $20,894+27.8%

+7.6%5 years · per year$14,393 · $11,612+3.0%

0.38%Expense ratio$38 · $74 on $10k · lower wins0.74%

1.25%12-mo yield$125 · $254 on $10k2.54%

−10.8%Worst dropSmaller wins−12.8%

16.1%VolatilityLower wins27.3%

4–2IXJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXJ · PTH

0.4%ILMN2.2%

0.2%CRL2.5%

Held in common0.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.6B
2	BPTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.54%	+2.0%	+20.9%	+28.8%	+27.8%	+3.0%	−12.8%	$285M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.6B
2	BPTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.54%	+2.0%	+20.9%	+28.8%	+27.8%	+3.0%	−12.8%	$285M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXJ vs PTH

IXJ

iShares Global Healthcare

$14,393

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,612

MeasureIXJPTH

Fee0.38%0.74%

Cost on $10k a year$38$74

Yield1.25%2.54%

5 years, per year+7.6%+3.0%

3 years, per year+15.2%+27.8%

Worst drop · 1Y−10.8%−12.8%

Volatility · 1Y16.1%27.3%

4–2measures won
IXJ first

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IXJ, PTH

Today

0.6%most shared, IXJ and PTH

IXJPTH

IXJ—0.6%

PTH0.6%—

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

Income After Fees on $10,000

$180most kept, PTH

PTH$254 − $74 = $180

IXJ$125 − $38 = $87

KeptFee

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