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InvescoHealthPTH · Nasdaq

Invesco Dorsey Wright Healthcare Momentum ETF (PTH)

Price
$60.77
11 Sept 2026
Assets
$269.8M
Total net assets
Expense ratio
0.60%
Category 1.00%
Yield
2.51%
Trailing distributions
3Y CAGR
19.4%+5.9%
Category 13.5%
5Y CAGR
1.7%-0.2%
Category 1.9%
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Invesco Dorsey Wright Healthcare Momentum ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.6%+17.7%+28.8%+22.3%+53.2%+19.4%+1.7%+14.6%+10.8%
Health average-1.4%12.4%20.6%14.7%31.2%13.5%1.9%9.5%10.7%
Difference+2.0%+5.2%+8.2%+7.6%+21.9%+5.9%-0.2%+5.1%+0.1%

Holdings

The 10 largest positions make up 37.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
RVMDRevolution Medicines Inc Ordinary Shares5.17%
ROIVRoivant Sciences Ltd Ordinary Shares4.82%
GHGuardant Health Inc4.66%
MRNAModerna Inc4.64%
BTSGBrightSpring Health Services Inc3.76%
AXSMAxsome Therapeutics Inc3.59%
TXG10x Genomics Inc Ordinary Shares - Class A2.87%
ERASErasca Inc2.77%
REPLReplimune Group Inc2.52%
ORKAOruka Therapeutics Inc2.51%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
P/B
6.1
P/S
1.8
P/CF

Sector allocation

Share of the equity the fund holds.

100.0%Health care1 sectors
  1. Health care100.0%

Asset mix

  • Stocks100.0%
  • Cash0.0%

ETF details

Issuer
Invesco
Category
Equity · Health
Ticker
PTH
Exchange
Nasdaq
Inception
12 Oct 2006 (19.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 1.00%)
Holdings turnover
239% (category 51%)
Distribution yield
2.51%
Beta, 3 years
1.00
Total net assets
$269.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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