PTH vs VHT

APTH

BVHT

Measures won2–4VHT wins · of 6 · 5Y

$10,000 · 5Y$14,891VHT · PTH $11,612

Lowest cost0.09%VHT · $9 on $10k

Most income2.54%PTH · $254 on $10k

Smallest drop−10.4%VHT · worst fall in 1Y

Held in common5.4%PTH and VHT

PTH

VHT

Invesco Dorsey Wright Healthcare Momentum ETF · $285MVanguard Health Care ETF · $19.1B

+27.8%3 years · per year$20,894 · $16,391+17.9%

+3.0%5 years · per year$11,612 · $14,891+8.3%

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

2.54%12-mo yield$254 · $131 on $10k1.31%

−12.8%Worst dropSmaller wins−10.4%

27.3%VolatilityLower wins16.0%

2–4VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · VHT

3.7%NTRA0.8%

2.2%ILMN0.6%

3.7%RVMD0.5%

3.3%INSM0.3%

Held in common5.4%

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
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%	$285M

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
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%	$285M

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 VHT

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,612

VHT

Vanguard Health Care

$14,892

MeasurePTHVHT

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield2.54%1.31%

5 years, per year+3.0%+8.3%

3 years, per year+27.8%+17.9%

Worst drop · 1Y−12.8%−10.4%

Volatility · 1Y27.3%16.0%

4–2measures won
VHT first

5.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PTH, VHT

Today

5.4%most shared, PTH and VHT

PTHVHT

PTH—5.4%

VHT5.4%—

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

VHT$131 − $9 = $122

KeptFee

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