VHT vs PTH

AVHT

BPTH

Measures won4–2VHT wins · of 6 · 5Y

$10,000 · 5Y$14,891VHT · PTH $11,612

Lowest cost0.09%VHT · $9 on $10k

Most income2.54%PTH · $254 on $10k

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

Held in common5.4%VHT and PTH

VHT

PTH

Vanguard Health Care ETF · $19.1BInvesco Dorsey Wright Healthcare Momentum ETF · $293M

+17.9%3 years · per year$16,391 · $20,894+27.8%

+8.3%5 years · per year$14,891 · $11,612+3.0%

0.09%Expense ratio$9 · $74 on $10k · lower wins0.74%

1.31%12-mo yield$131 · $254 on $10k2.54%

−10.4%Worst dropSmaller wins−12.8%

16.0%VolatilityLower wins27.3%

4–2VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · PTH

0.8%NTRA3.7%

0.6%ILMN2.2%

0.5%RVMD3.7%

0.3%INSM3.3%

Held in common5.4%

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	BPTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.54%	+2.0%	+20.9%	+28.8%	+27.8%	+3.0%	−12.8%	$293M

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	BPTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.54%	+2.0%	+20.9%	+28.8%	+27.8%	+3.0%	−12.8%	$293M

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 PTH

VHT

Vanguard Health Care

$14,892

PTH

Invesco Dorsey Wright Healthcare Momentum

$11,612

MeasureVHTPTH

Fee0.09%0.74%

Cost on $10k a year$9$74

Yield1.31%2.54%

5 years, per year+8.3%+3.0%

3 years, per year+17.9%+27.8%

Worst drop · 1Y−10.4%−12.8%

Volatility · 1Y16.0%27.3%

4–2measures won
VHT first

5.4%

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, PTH

Today

5.4%most shared, VHT and PTH

VHTPTH

VHT—5.4%

PTH5.4%—

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

Income After Fees on $10,000

$180most kept, PTH

PTH$254 − $74 = $180

VHT$131 − $9 = $122

KeptFee

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