PTH vs XBI

APTH

BXBI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,272XBI · PTH $10,873

Lowest cost0.35%XBI · $35 on $10k

Most income2.66%PTH · $266 on $10k

Smallest drop−12.8%PTH · worst fall in 1Y

Held in common22.6%PTH and XBI

PTH

XBI

Invesco Dorsey Wright Healthcare Momentum ETF · $299MState Street SPDR S&P Biotech ETF · $10.9B

+24.8%3 years · per year$19,419 · $22,660+31.3%

+1.7%5 years · per year$10,873 · $12,272+4.2%

0.74%Expense ratio$74 · $35 on $10k · lower wins0.35%

2.66%12-mo yield$266 · $36 on $10k0.36%

−12.8%Worst dropSmaller wins−14.9%

28.1%VolatilityLower wins30.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · XBI

2.9%EXEL1.8%

2.6%HALO1.7%

3.6%NTRA1.7%

2.5%TWST1.5%

Held in common22.6%

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

Both

5Y2 funds

#			Trend
1	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.36%	+2.6%	+25.0%	+40.0%	+31.3%	+4.2%	−14.9%	$10.9B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.66%	+2.1%	+15.6%	+24.1%	+24.8%	+1.7%	−12.8%	$299M

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

Both

5Y2 funds

#			Trend
1	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.36%	+2.6%	+25.0%	+40.0%	+31.3%	+4.2%	−14.9%	$10.9B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.66%	+2.1%	+15.6%	+24.1%	+24.8%	+1.7%	−12.8%	$299M

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 XBI

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,873

XBI

SPDR S&P Biotech

$12,272

MeasurePTHXBI

Fee0.74%0.35%

Cost on $10k a year$74$35

Yield2.66%0.36%

5 years, per year+1.7%+4.2%

3 years, per year+24.8%+31.3%

Worst drop · 1Y−12.8%−14.9%

Volatility · 1Y28.1%30.0%

3–3measures won
level

22.6%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PTH, XBI

Today

22.6%most shared, PTH and XBI

PTHXBI

PTH—22.6%

XBI22.6%—

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

XBI$36 − $35 = $1

KeptFee

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