PTH vs IDNA

APTH

BIDNA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,684PTH · IDNA $8,654

Lowest cost0.47%IDNA · $47 on $10k

Most income2.71%PTH · $271 on $10k

Smallest drop−10.6%IDNA · worst fall in 1Y

Held in common13.7%PTH and IDNA

PTH

IDNA

Invesco Dorsey Wright Healthcare Momentum ETF · $293MiShares Genomics Immunology and Healthcare ETF · $354M

+24.2%3 years · per year$19,172 · $23,655+33.2%

+1.3%5 years · per year$10,684 · $8,654−2.8%

0.74%Expense ratio$74 · $47 on $10k · lower wins0.47%

2.71%12-mo yield$271 · $68 on $10k0.68%

−12.8%Worst dropSmaller wins−10.6%

28.0%VolatilityLower wins30.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · IDNA

3.7%RVMD3.6%

2.9%EXEL3.7%

2.9%IOVA2.8%

2.8%TWST5.5%

Held in common13.7%

End-of-day Nov 5, 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	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$293M
2	BIDNA	iShares Genomics Immunology and Healthcare ETFRead Desk		0.47%	0.68%	−6.2%	+58.8%	+70.0%	+33.2%	−2.8%	−10.6%	$354M

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

Both

5Y2 funds

#			Trend
1	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$293M
2	BIDNA	iShares Genomics Immunology and Healthcare ETFRead Desk		0.47%	0.68%	−6.2%	+58.8%	+70.0%	+33.2%	−2.8%	−10.6%	$354M

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

Cards for this view

PTH vs IDNA

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,684

IDNA

iShares Genomics Immunology and Healthcare

$8,654

MeasurePTHIDNA

Fee0.74%0.47%

Cost on $10k a year$74$47

Yield2.71%0.68%

5 years, per year+1.3%−2.8%

3 years, per year+24.2%+33.2%

Worst drop · 1Y−12.8%−10.6%

Volatility · 1Y28.0%30.6%

3–3measures won
level

13.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PTH, IDNA

Today

13.7%most shared, PTH and IDNA

PTHIDNA

PTH—13.7%

IDNA13.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, PTH

PTH$271 − $74 = $197

IDNA$68 − $47 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee