Compare · 3 funds side by side · dividends reinvested

HTEC, ILDR and SOXX

HTECROBO Global×ILDRFirst Trust×SOXXiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

HTEC, ILDR and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.8

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$111M1.9

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+3.0%+0.2%+26.9%+8.7%−18.7%26.8%$316M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: HTEC 2019 · ILDR 2021 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,675

HTEC

ILDR

First Trust Innovation Leaders ETF · $316M$15,165

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

HTECMeasureILDR

+26.6%Year to dateJan 1 → Nov 6+3.0%

+35.2%1 yearTotal return+0.2%

+25.8%3 years · per year$10,000 became $19,920 · $20,427+26.9%

−0.7%5 years · per year$10,000 became $9,675 · $15,165+8.7%

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

0.77%Trailing 12-mo yield$77 · $0 a year on $10k0.00%

−16.3%Worst dropSmaller is better−18.7%

23.3%VolatilityLower is calmer26.8%

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

5–3HTEC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs ILDR: Top 5 Holdings

Today

HTEC

11.4%in top 5

ILDR

in top 530.3%

HTECStockILDR

not top 5NVDA9.5%

not top 5AMZN7.0%

not top 5AMD4.9%

not top 5GOOGL4.6%

not top 5LLY4.2%

2.4%ISRGnot top 5

2.4%GRALnot top 5

2.3%MRNAnot top 5

2.2%CDNAnot top 5

2.1%SYKnot top 5

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

HTEC vs ILDR Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

ILDRFirst Trust

+8.7%

5 years, per year

HTECILDRFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HTEC vs SOXX

YTD

ROBO GlobalHTEC

+26.6%

SOXXiShares

+36.2%

+26.6%Year to date+36.2%

−16.3%Worst drop · 1Y−39.5%

23.3%Volatility · 1Y49.4%

0.8%Yield0.8%

$111MAssets$39.1B

2–1HTEC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, ILDR, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ILDR0.75%$75

HTEC0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HTEC, ILDR, SOXX

0.77%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.77%$77

SOXX0.76%$76

ILDR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

HTEC$77 − $80 = −$3

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HTEC, ILDR, SOXX

Today

21.4%most shared, ILDR and SOXX

HTECILDRSOXX

HTEC—0.4%0.0%

ILDR0.4%—21.4%

SOXX0.0%21.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.2%HTEC, at 23.3% volatility

HTECWorst drop−16.3%23.3% vol

ILDRWorst drop−18.7%26.8% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HTECSOXX

+26.6%Year to date+36.2%

0.8%Yield0.8%

+35.2%Past year+34.5%

0.80%Fee0.33%

2–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026