VHT vs PSCH

AVHT

BPSCH

Measures won5–1VHT wins · of 6 · 5Y

$10,000 · 5Y$14,891VHT · PSCH $9,834

Lowest cost0.09%VHT · $9 on $10k

Most income1.31%VHT · $131 on $10k

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

Held in common2.4%VHT and PSCH

VHT

PSCH

Vanguard Health Care ETF · $19.1BInvesco S&P SmallCap Health Care ETF · $179M

+17.9%3 years · per year$16,391 · $16,646+18.5%

+8.3%5 years · per year$14,891 · $9,834−0.3%

0.09%Expense ratio$9 · $29 on $10k · lower wins0.29%

1.31%12-mo yield$131 · $0 on $10k0.00%

−10.4%Worst dropSmaller wins−15.4%

16.0%VolatilityLower wins20.0%

5–1VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · PSCH

0.1%GKOS6.9%

0.1%TGTX4.3%

0.1%PTGX4.6%

0.1%ALKS3.8%

Held in common2.4%

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	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
2	BPSCH	Invesco S&P SmallCap Health Care ETFRead Desk		0.29%	0.00%	+4.6%	+31.7%	+36.9%	+18.5%	−0.3%	−15.4%	$179M

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	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
2	BPSCH	Invesco S&P SmallCap Health Care ETFRead Desk		0.29%	0.00%	+4.6%	+31.7%	+36.9%	+18.5%	−0.3%	−15.4%	$179M

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

VHT vs PSCH

VHT

Vanguard Health Care

$14,892

PSCH

Invesco S&P SmallCap Health Care

$9,834

MeasureVHTPSCH

Fee0.09%0.29%

Cost on $10k a year$9$29

Yield1.31%0.00%

5 years, per year+8.3%−0.3%

3 years, per year+17.9%+18.5%

Worst drop · 1Y−10.4%−15.4%

Volatility · 1Y16.0%20.0%

5–1measures won
VHT first

2.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VHT, PSCH

Today

2.4%most shared, VHT and PSCH

VHTPSCH

VHT—2.4%

PSCH2.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VHT

VHT$131 − $9 = $122

PSCH$0 − $29 = −$29

KeptFee

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