PTH vs SPY

APTH

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · PTH $11,612

Lowest cost0.09%SPY · $9 on $10k

Most income2.54%PTH · $254 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%PTH and SPY

PTH

SPY

Invesco Dorsey Wright Healthcare Momentum ETF · $293MState Street SPDR S&P 500 ETF · $805B

+27.8%3 years · per year$20,894 · $19,132+24.1%

+3.0%5 years · per year$11,612 · $18,060+12.6%

0.74%Expense ratio$74 · $9 on $10k · lower wins0.09%

2.54%12-mo yield$254 · $99 on $10k0.99%

−12.8%Worst dropSmaller wins−8.9%

27.3%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · SPY

2.2%ILMN0.1%

2.5%CRL0.0%

Held in common0.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.54%	+2.0%	+20.9%	+28.8%	+27.8%	+3.0%	−12.8%	$293M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.54%	+2.0%	+20.9%	+28.8%	+27.8%	+3.0%	−12.8%	$293M

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

PTH vs SPY

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,612

SPY

SPDR S&P 500

$18,060

MeasurePTHSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield2.54%0.99%

5 years, per year+3.0%+12.6%

3 years, per year+27.8%+24.1%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y27.3%12.9%

4–2measures won
SPY first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PTH, SPY

Today

0.1%most shared, PTH and SPY

PTHSPY

PTH—0.1%

SPY0.1%—

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

SPY$99 − $9 = $90

KeptFee

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