Compare · 2 funds side by side · dividends reinvested

HTEC and IJR

HTECROBO Global×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,136IJR · best of the two

02 / 04

HTEC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.4

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

Rank among the two1st → 2ndFee, 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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

IJR

iShares Core S&P Small-Cap ETF · $104B$13,136

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

HTECMeasureIJR

+33.3%Year to dateJan 1 → Nov 5+15.4%

+42.3%1 yearTotal return+19.4%

+29.2%3 years · per year$10,000 became $21,591 · $16,200+17.4%

+0.7%5 years · per year$10,000 became $10,334 · $13,136+5.6%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.74%Trailing 12-mo yield$74 · $124 a year on $10k1.24%

−16.3%Worst dropSmaller is better−9.7%

22.8%VolatilityLower is calmer16.3%

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

3–5IJR 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 IJR: Top 5 Holdings

Today

HTEC

11.9%in top 5

IJR

in top 52.7%

HTECStockIJR

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

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common0.6%

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

HTEC vs IJR Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

IJRiShares

+5.6%

5 years, per year

HTECIJRFaded: behind in that period

3–1HTEC wins

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

Thematic vs Stocks: HTEC vs IJR

YTD

ROBO GlobalHTEC

+33.3%

IJRiShares

+15.4%

+33.3%Year to date+15.4%

−16.3%Worst drop · 1Y−9.7%

22.8%Volatility · 1Y16.3%

0.7%Yield1.2%

$116MAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: HTEC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

HTEC0.80%$80

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

Yields: HTEC, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

HTEC0.74%$74

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

HTEC$74 − $80 = −$6

KeptFee

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

Overlap: HTEC, IJR

Today

0.6%most shared, HTEC and IJR

HTECIJR

HTEC—0.6%

IJR0.6%—

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

Return vs Bumpiness: 2 ETFs

+42.3%HTEC, at 22.8% volatility

IJRWorst drop−9.7%16.3% vol

HTECWorst drop−16.3%22.8% vol

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

Paid More vs Made More

YTD

IJRHTEC

+15.4%Year to date+33.3%

1.2%Yield0.7%

+19.4%Past year+42.3%

0.06%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026