Compare · 2 funds side by side · dividends reinvested

BMED and HTEC

BMEDiShares×HTECROBO Global×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,236BMED · best of the two

02 / 04

BMED and HTEC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Health Innovation Active ETFThematic · Disruptive tech0.77%0.22%+20.0%+27.6%+20.9%+4.1%−14.9%17.8%$14M1.5

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.4%+37.7%+27.8%−0.2%−16.3%22.6%$112M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BMED 2020 · HTEC 2019

Head to Head

Swap sides Versus in desk

Head to Head

iShares Health Innovation Active ETF · $14M$12,236

BMED

HTEC

ROBO Global Healthcare Technology and Innovation ETF · $112M$9,907

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

BMEDMeasureHTEC

+20.0%Year to dateJan 1 → Nov 3+29.4%

+27.6%1 yearTotal return+37.7%

+20.9%3 years · per year$10,000 became $17,672 · $20,882+27.8%

+4.1%5 years · per year$10,000 became $12,236 · $9,907−0.2%

0.77%Expense ratio$77 · $80 a year on $10k · lower is better0.80%

0.22%Trailing 12-mo yield$22 · $76 a year on $10k0.76%

−14.9%Worst dropSmaller is better−16.3%

17.8%VolatilityLower is calmer22.6%

BMEDHTEC Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BMED vs HTEC: Top 5 Holdings

Today

BMED

25.5%in top 5

HTEC

in top 511.6%

BMEDStockHTEC

5.9%GILDnot top 5

5.3%MRNAnot top 5

5.1%DHRnot top 5

4.9%ABBVnot top 5

4.3%TMOnot top 5

not top 5GRAL2.6%

not top 5CDNA2.4%

not top 5ISRG2.2%

not top 5TEM2.2%

not top 5NTRA2.2%

Held in common23.7%

End-of-day Nov 3, 2026 · share of each fund

BMED vs HTEC Returns, Every Period

iSharesBMED

+4.1%

5 years, per year

HTECROBO Global

−0.2%

5 years, per year

BMEDHTECFaded: behind in that period

1–3HTEC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BMED vs HTEC

YTD

iSharesBMED

+20.0%

HTECROBO Global

+29.4%

+20.0%Year to date+29.4%

−14.9%Worst drop · 1Y−16.3%

17.8%Volatility · 1Y22.6%

0.2%Yield0.8%

$14.5MAssets$112M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BMED, HTEC

Today

0.77%lowest, BMED

FundExpense ratioFee$10k

BMED0.77%$77

HTEC0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BMED, HTEC

0.76%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.76%$76

BMED0.22%$22

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

BMED$22 − $77 = −$55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BMED, HTEC

Today

23.7%most shared, BMED and HTEC

BMEDHTEC

BMED—23.7%

HTEC23.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.7%HTEC, at 22.6% volatility

BMEDWorst drop−14.9%17.8% vol

HTECWorst drop−16.3%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HTECBMED

+29.4%Year to date+20.0%

0.8%Yield0.2%

+37.7%Past year+27.6%

0.80%Fee0.77%

3–1HTEC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026