PTH vs VHT

APTH

BVHT

Measures won2–4VHT wins · of 6 · 5Y

$10,000 · 5Y$21,164XLK · VHT $14,205

Lowest cost0.08%XLK · $8 on $10k

Most income2.66%PTH · $266 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 · $287MVanguard Health Care ETF · $19.1B

+24.8%3 years · per year$19,419 · $15,781+16.4%

+1.7%5 years · per year$10,873 · $14,205+7.3%

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

2.66%12-mo yield$266 · $135 on $10k1.35%

−12.8%Worst dropSmaller wins−10.4%

28.1%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%

3.5%RVMD0.5%

3.7%INSM0.3%

Held in common5.4%

End-of-day Nov 6, 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$107.7B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B
3	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.66%	+2.1%	+15.6%	+24.1%	+24.8%	+1.7%	−12.8%	$287M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$107.7B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B
3	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.66%	+2.1%	+15.6%	+24.1%	+24.8%	+1.7%	−12.8%	$287M

End-of-day Nov 6, 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

$10,873

VHT

Vanguard Health Care

$14,205

MeasurePTHVHT

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield2.66%1.35%

5 years, per year+1.7%+7.3%

3 years, per year+24.8%+16.4%

Worst drop · 1Y−12.8%−10.4%

Volatility · 1Y28.1%16.3%

4–2measures won
VHT first

5.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PTH, VHT, XLK

Today

5.4%most shared, PTH and VHT

PTHVHTXLK

PTH—5.4%0.0%

VHT5.4%—0.0%

XLK0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$192most kept, PTH

PTH$266 − $74 = $192

VHT$135 − $9 = $126

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee