PTH vs VTI

APTH

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income2.55%PTH · $255 on $10k

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

Held in common0.6%PTH and VTI

PTH

VTI

Invesco Dorsey Wright Healthcare Momentum ETF · $287MVanguard Morningstar Total Stock Market ETF · $689B

+26.0%3 years · per year$19,980 · $18,090+21.8%

+2.3%5 years · per year$11,225 · $16,697+10.8%

0.74%Expense ratio$74 · $3 on $10k · lower wins0.03%

2.55%12-mo yield$255 · $106 on $10k1.06%

−12.8%Worst dropSmaller wins−8.9%

28.4%VolatilityLower wins13.9%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPTH · VTI

3.0%NTRA0.1%

3.7%RVMD0.1%

2.0%ILMN0.1%

3.8%INSM0.0%

Held in common0.6%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.55%	+4.3%	+20.6%	+30.2%	+26.0%	+2.3%	−12.8%	$287M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk	0.74%	2.55%	+4.3%	+20.6%	+30.2%	+26.0%	+2.3%	−12.8%	$287M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PTH vs VTI

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,225

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasurePTHVTI

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield2.55%1.06%

5 years, per year+2.3%+10.8%

3 years, per year+26.0%+21.8%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y28.4%13.9%

4–2measures won
VTI first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: PTH, VTI, IVV

Today

86.0%most shared, VTI and IVV

PTHVTIIVV

PTH—0.6%0.1%

VTI0.6%—86.0%

IVV0.1%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, PTH

PTH$255 − $74 = $181

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee