Compare · 2 funds side by side · dividends reinvested

HTEC and IGM

HTECROBO Global×IGMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,573IGM · best of the two

02 / 04

HTEC and IGM, 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%$112M1.5

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.3B1.5

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: HTEC 2019 · IGM 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

IGM

iShares Expanded Tech Sector ETF · $10.3B$21,573

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HTECMeasureIGM

+29.4%Year to dateJan 1 → Nov 3+16.6%

+37.7%1 yearTotal return+12.6%

+27.8%3 years · per year$10,000 became $20,882 · $24,754+35.3%

−0.2%5 years · per year$10,000 became $9,907 · $21,573+16.6%

0.80%Expense ratio$80 · $37 a year on $10k · lower is better0.37%

0.76%Trailing 12-mo yield$76 · $15 a year on $10k0.15%

−16.3%Worst dropSmaller is better−15.5%

22.6%VolatilityLower is calmer25.9%

HTECIGM 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

HTEC vs IGM: Top 5 Holdings

Today

HTEC

11.6%in top 5

IGM

in top 539.4%

HTECStockIGM

not top 5AAPL9.9%

not top 5MSFT9.6%

not top 5NVDA8.3%

not top 5AVGO7.1%

not top 5META4.5%

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 common0.0%

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

HTEC vs IGM Returns, Every Period

ROBO GlobalHTEC

−0.2%

5 years, per year

IGMiShares

+16.6%

5 years, per year

HTECIGMFaded: behind in that period

2–2Level

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

HTEC vs IGM

YTD

ROBO GlobalHTEC

+29.4%

IGMiShares

+16.6%

+29.4%Year to date+16.6%

−16.3%Worst drop · 1Y−15.5%

22.6%Volatility · 1Y25.9%

0.8%Yield0.1%

$112MAssets$10.3B

3–1HTEC wins

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

Cost, Income and Risk

Fees: HTEC, IGM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

HTEC0.80%$80

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

Yields: HTEC, IGM

0.76%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.76%$76

IGM0.15%$15

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

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

IGM$15 − $37 = −$22

KeptFee

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

Overlap: HTEC, IGM

Today

0.0%most shared, HTEC and IGM

HTECIGM

HTEC—0.0%

IGM0.0%—

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

IGMWorst drop−15.5%25.9% vol

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

Paid More vs Made More

YTD

HTECIGM

+29.4%Year to date+16.6%

0.8%Yield0.1%

+37.7%Past year+12.6%

0.80%Fee0.37%

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