PTH vs IXJ

APTH

BIXJ

Measures won2–4IXJ wins · of 6 · 5Y

$10,000 · 5Y$13,815IXJ · PTH $11,348

Lowest cost0.38%IXJ · $38 on $10k

Most income2.59%PTH · $259 on $10k

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

Held in common0.6%PTH and IXJ

PTH

IXJ

Invesco Dorsey Wright Healthcare Momentum ETF · $285MiShares Global Healthcare ETF · $4.6B

+27.7%3 years · per year$20,809 · $14,960+14.4%

+2.6%5 years · per year$11,349 · $13,815+6.7%

0.74%Expense ratio$74 · $38 on $10k · lower wins0.38%

2.59%12-mo yield$259 · $129 on $10k1.29%

−12.8%Worst dropSmaller wins−10.8%

27.2%VolatilityLower wins15.8%

2–4IXJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · IXJ

2.1%ILMN0.4%

2.4%CRL0.2%

Held in common0.6%

End-of-day Nov 3, 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	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.29%	−0.5%	+16.0%	+24.7%	+14.4%	+6.7%	−10.8%	$4.6B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.59%	+1.9%	+18.5%	+24.8%	+27.7%	+2.6%	−12.8%	$285M

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

Both

5Y2 funds

#			Trend
1	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.29%	−0.5%	+16.0%	+24.7%	+14.4%	+6.7%	−10.8%	$4.6B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.59%	+1.9%	+18.5%	+24.8%	+27.7%	+2.6%	−12.8%	$285M

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

Cards for this view

PTH vs IXJ

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,349

IXJ

iShares Global Healthcare

$13,815

MeasurePTHIXJ

Fee0.74%0.38%

Cost on $10k a year$74$38

Yield2.59%1.29%

5 years, per year+2.6%+6.7%

3 years, per year+27.7%+14.4%

Worst drop · 1Y−12.8%−10.8%

Volatility · 1Y27.2%15.8%

4–2measures won
IXJ first

0.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PTH, IXJ

Today

0.6%most shared, PTH and IXJ

PTHIXJ

PTH—0.6%

IXJ0.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, PTH

PTH$259 − $74 = $185

IXJ$129 − $38 = $91

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee