PTH vs SCHD

APTH

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PTH and SCHD

PTH

SCHD

Invesco Dorsey Wright Healthcare Momentum ETF · $299MSchwab U.S. Dividend Equity ETF · $120B

+24.2%3 years · per year$19,172 · $17,414+20.3%

+1.3%5 years · per year$10,684 · $16,375+10.4%

0.74%Expense ratio$74 · $6 on $10k · lower wins0.06%

2.71%12-mo yield$271 · $298 on $10k2.98%

−12.8%Worst dropSmaller wins−6.9%

28.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPTH · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$299M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$299M

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 SCHD

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,684

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePTHSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield2.71%2.98%

5 years, per year+1.3%+10.4%

3 years, per year+24.2%+20.3%

Worst drop · 1Y−12.8%−6.9%

Volatility · 1Y28.0%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PTH, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

PTHSCHDVIG

PTH—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

PTH$271 − $74 = $197

VIG$149 − $4 = $145

KeptFee

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