Compare · 4 funds side by side · dividends reinvested

HTEC, ILDR, SOXX and SMH

HTECROBO Global×ILDRFirst Trust×SOXXiShares×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

HTEC, ILDR, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$110M2.5

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+7.3%+6.6%+27.8%+9.4%−18.7%27.0%$316M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: HTEC 2019 · ILDR 2021 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,759

HTEC

ILDR

First Trust Innovation Leaders ETF · $316M$15,657

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

HTECMeasureILDR

+29.5%Year to dateJan 1 → Nov 9+7.3%

+40.9%1 yearTotal return+6.6%

+26.2%3 years · per year$10,000 became $20,092 · $20,897+27.8%

−0.5%5 years · per year$10,000 became $9,759 · $15,657+9.4%

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

0.76%Trailing 12-mo yield$76 · $0 a year on $10k0.00%

−16.3%Worst dropSmaller is better−18.7%

23.3%VolatilityLower is calmer27.0%

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

5–3HTEC wins

End-of-day Nov 9, 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

11.7%in top 5

ILDR

in top 530.2%

HTECStockILDR

not top 5NVDA9.4%

not top 5AMZN6.8%

not top 5AMD5.3%

not top 5GOOGL4.5%

not top 5LLY4.1%

2.5%MRNAnot top 5

2.4%GRALnot top 5

2.3%ISRGnot top 5

2.2%CDNAnot top 5

2.2%TEMnot top 5

Held in common0.4%

End-of-day Nov 9, 2026 · share of each fund

HTEC vs ILDR Returns, Every Period

ROBO GlobalHTEC

−0.5%

5 years, per year

ILDRFirst Trust

+9.4%

5 years, per year

HTECILDRFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

HTEC vs SOXX

YTD

ROBO GlobalHTEC

+29.5%

SOXXiShares

+46.5%

+29.5%Year to date+46.5%

−16.3%Worst drop · 1Y−39.5%

23.3%Volatility · 1Y49.8%

0.8%Yield0.3%

$110MAssets$37.5B

3–1HTEC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, ILDR, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

ILDR0.75%$75

HTEC0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HTEC, ILDR, SOXX, SMH

0.76%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.76%$76

SOXX0.28%$28

SMH0.23%$23

ILDR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HTEC, ILDR, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

HTECILDRSOXXSMH

HTEC—0.4%0.0%0.0%

ILDR0.4%—21.8%23.4%

SOXX0.0%21.8%—69.6%

SMH0.0%23.4%69.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

HTECWorst drop−16.3%23.3% vol

ILDRWorst drop−18.7%27.0% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HTECSOXX

+29.5%Year to date+46.5%

0.8%Yield0.3%

+40.9%Past year+48.5%

0.80%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026