PTH vs VHT

APTH

BVHT

Measures won2–4VHT wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · VHT $14,317

Lowest cost0.08%XLF · $8 on $10k

Most income2.71%PTH · $271 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 · $299MVanguard Health Care ETF · $19.1B

+24.2%3 years · per year$19,172 · $15,815+16.5%

+1.3%5 years · per year$10,684 · $14,317+7.4%

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

2.71%12-mo yield$271 · $135 on $10k1.35%

−12.8%Worst dropSmaller wins−10.4%

28.0%VolatilityLower wins16.3%

2–4VHT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPTH · VHT

3.6%NTRA0.8%

2.0%ILMN0.6%

3.7%RVMD0.5%

3.5%INSM0.3%

Held in common5.4%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
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 VHT

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,684

VHT

Vanguard Health Care

$14,317

MeasurePTHVHT

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield2.71%1.35%

5 years, per year+1.3%+7.4%

3 years, per year+24.2%+16.5%

Worst drop · 1Y−12.8%−10.4%

Volatility · 1Y28.0%16.3%

4–2measures won
VHT first

5.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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, VHT, XLF

Today

5.4%most shared, PTH and VHT

PTHVHTXLF

PTH—5.4%0.0%

VHT5.4%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$197most kept, PTH

PTH$271 − $74 = $197

XLF$144 − $8 = $136

VHT$135 − $9 = $126

KeptFee

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