Compare · 2 funds side by side · dividends reinvested

HTEC and BAI

HTECROBO Global×BAIiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,907HTEC · best of the two

02 / 04

HTEC and BAI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.4%+37.7%+27.8%−0.2%−16.3%22.6%$112M1.3

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.55%+15.0%+4.1%[…][…]−30.9%45.8%$11.9B1.7

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: HTEC 2019 · BAI 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

BAI

iShares A.I. Innovation and Tech Active ETF · $11.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

HTECMeasureBAI

+29.4%Year to dateJan 1 → Nov 3+15.0%

+37.7%1 yearTotal return+4.1%

+27.8%3 years · per year$10,000 became $20,882 · […][…]

−0.2%5 years · per year$10,000 became $9,907 · […][…]

0.80%Expense ratio$80 · $65 a year on $10k · lower is better0.65%

0.76%Trailing 12-mo yield$76 · $155 a year on $10k1.55%

−16.3%Worst dropSmaller is better−30.9%

22.6%VolatilityLower is calmer45.8%

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

4–2HTEC wins

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

More Ways to See the Pairs

HTEC vs BAI: Top 5 Holdings

Today

HTEC

11.6%in top 5

BAI

in top 526.6%

HTECStockBAI

not top 5MU6.2%

not top 5NVDA5.7%

not top 5AMD5.4%

not top 5TSM5.0%

not top 5AVGO4.4%

2.6%GRALnot top 5

2.4%CDNAnot top 5

2.2%ISRGnot top 5

2.2%TEMnot top 5

2.2%NTRAnot top 5

Held in common0.6%

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

HTEC vs BAI Returns, Every Period

ROBO GlobalHTEC

+37.7%

past year

BAIiShares

+4.1%

past year

HTECBAIFaded: behind in that period

2–0HTEC wins

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

HTEC vs BAI

YTD

ROBO GlobalHTEC

+29.4%

BAIiShares

+15.0%

+29.4%Year to date+15.0%

−16.3%Worst drop · 1Y−30.9%

22.6%Volatility · 1Y45.8%

0.8%Yield1.5%

$112MAssets$11.9B

3–1HTEC wins

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

Cost, Income and Risk

Fees: HTEC, BAI

Today

0.65%lowest, BAI

FundExpense ratioFee$10k

BAI0.65%$65

HTEC0.80%$80

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

Yields: HTEC, BAI

1.55%highest, BAI

FundTrailing yieldYield$10k

BAI1.55%$155

HTEC0.76%$76

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

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

HTEC$76 − $80 = −$4

KeptFee

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

Overlap: HTEC, BAI

Today

0.6%most shared, HTEC and BAI

HTECBAI

HTEC—0.6%

BAI0.6%—

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

HTECWorst drop−16.3%22.6% vol

BAIWorst drop−30.9%45.8% vol

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

Paid More vs Made More

YTD

BAIHTEC

+15.0%Year to date+29.4%

1.5%Yield0.8%

+4.1%Past year+37.7%

0.65%Fee0.80%

2–2level

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