PTF vs IYW

APTF

BIYW

Measures won0–6IYW wins · of 6 · 5Y

$10,000 · 5Y$22,539IYW · PTF $15,916

Lowest cost0.37%IYW · $37 on $10k

Most income0.10%IYW · $10 on $10k

Smallest drop−16.8%IYW · worst fall in 1Y

Held in common16.1%PTF and IYW

PTF

IYW

Invesco Dorsey Wright Technology Momentum ETF · $538MiShares U.S. Technology ETF · $22.6B

+29.4%3 years · per year$21,651 · $23,512+33.0%

+9.7%5 years · per year$15,916 · $22,539+17.6%

0.69%Expense ratio$69 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $10 on $10k0.10%

−38.6%Worst dropSmaller wins−16.8%

54.6%VolatilityLower wins25.0%

0–6IYW wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTF · IYW

3.7%MSFT15.1%

3.1%AMD2.5%

3.7%MU2.2%

3.3%PANW1.4%

Held in common16.1%

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

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.6B
2	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+1.4%	+17.3%	+10.2%	+29.4%	+9.7%	−38.6%	$538M

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

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.6B
2	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+1.4%	+17.3%	+10.2%	+29.4%	+9.7%	−38.6%	$538M

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

PTF vs IYW

PTF

Invesco Dorsey Wright Technology Momentum

$15,916

IYW

iShares U.S. Technology

$22,539

MeasurePTFIYW

Fee0.69%0.37%

Cost on $10k a year$69$37

Yield0.00%0.10%

5 years, per year+9.7%+17.6%

3 years, per year+29.4%+33.0%

Worst drop · 1Y−38.6%−16.8%

Volatility · 1Y54.6%25.0%

6–0measures won
IYW first

16.1%

holdings shared

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

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

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

Overlap: PTF, IYW

Today

16.1%most shared, PTF and IYW

PTFIYW

PTF—16.1%

IYW16.1%—

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

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

PTF$0 − $69 = −$69

KeptFee

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