PTH vs SPYM

APTH

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · PTH $11,348

Lowest cost0.02%SPYM · $2 on $10k

Most income2.59%PTH · $259 on $10k

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

Held in common0.1%PTH and SPYM

PTH

SPYM

Invesco Dorsey Wright Healthcare Momentum ETF · $285MState Street SPDR Portfolio S&P 500 ETF · $185B

+27.7%3 years · per year$20,809 · $19,092+24.1%

+2.6%5 years · per year$11,349 · $17,749+12.2%

0.74%Expense ratio$74 · $2 on $10k · lower wins0.02%

2.59%12-mo yield$259 · $103 on $10k1.03%

−12.8%Worst dropSmaller wins−8.9%

27.2%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · SPYM

2.1%ILMN0.1%

2.4%CRL0.0%

Held in common0.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
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 SPYM

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,349

SPYM

SPDR Portfolio S&P 500

$17,749

MeasurePTHSPYM

Fee0.74%0.02%

Cost on $10k a year$74$2

Yield2.59%1.03%

5 years, per year+2.6%+12.2%

3 years, per year+27.7%+24.1%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y27.2%12.7%

4–2measures won
SPYM first

0.1%

holdings shared

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

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

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

Overlap: PTH, SPYM

Today

0.1%most shared, PTH and SPYM

PTHSPYM

PTH—0.1%

SPYM0.1%—

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

SPYM$103 − $2 = $101

KeptFee

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