Compare · 3 funds side by side · dividends reinvested

HTEC, ARKK and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

HTEC, ARKK and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$116M1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B1.8

ARK Innovation ETFThematic · Disruptive tech0.75%0.00%−4.9%−12.4%+27.8%−9.4%−25.3%38.3%$7.9B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HTEC 2019 · ARKK 2014 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $116M$10,334

HTEC

ARKK

ARK Innovation ETF · $7.9B$6,108

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

HTECMeasureARKK

+33.3%Year to dateJan 1 → Nov 5−4.9%

+42.3%1 yearTotal return−12.4%

+29.2%3 years · per year$10,000 became $21,591 · $20,852+27.8%

+0.7%5 years · per year$10,000 became $10,334 · $6,108−9.4%

0.80%Expense ratio$80 · $75 a year on $10k · lower is better0.75%

0.74%Trailing 12-mo yield$74 · $0 a year on $10k0.00%

−16.3%Worst dropSmaller is better−25.3%

22.8%VolatilityLower is calmer38.3%

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

7–1HTEC wins

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

More Ways to See the Pairs

HTEC vs ARKK: Top 5 Holdings

Today

HTEC

11.9%in top 5

ARKK

in top 532.9%

HTECStockARKK

not top 5TSLA10.9%

not top 5SPCX6.7%

not top 5TEM5.9%

not top 5CRCL4.8%

not top 5CRSP4.6%

2.7%GRALnot top 5

2.4%MRNAnot top 5

2.4%ISRGnot top 5

2.3%CDNAnot top 5

2.1%NTRAnot top 5

Held in common9.1%

End-of-day Nov 5, 2026 · share of each fund

HTEC vs ARKK Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

ARKKARK

−9.4%

5 years, per year

HTECARKKFaded: behind in that period

4–0HTEC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

HTEC vs SOXX

YTD

ROBO GlobalHTEC

+33.3%

SOXXiShares

+31.6%

+33.3%Year to date+31.6%

−16.3%Worst drop · 1Y−39.5%

22.8%Volatility · 1Y49.4%

0.7%Yield0.8%

$116MAssets$37.6B

3–1HTEC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, ARKK, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ARKK0.75%$75

HTEC0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HTEC, ARKK, SOXX

0.78%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.78%$78

HTEC0.74%$74

ARKK0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, SOXX

SOXX$78 − $33 = $45

HTEC$74 − $80 = −$6

ARKK$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HTEC, ARKK, SOXX

Today

9.1%most shared, HTEC and ARKK

HTECARKKSOXX

HTEC—9.1%0.0%

ARKK9.1%—8.7%

SOXX0.0%8.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%HTEC, at 22.8% volatility

HTECWorst drop−16.3%22.8% vol

ARKKWorst drop−25.3%38.3% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXHTEC

+31.6%Year to date+33.3%

0.8%Yield0.7%

+34.0%Past year+42.3%

0.33%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026