Compare · 3 funds side by side · dividends reinvested

HTEC, INVN and IBB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,214IBB · best of the three

02 / 04

HTEC, INVN and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$113M1.5

iShares Biotechnology ETFSectors · Technology0.44%0.15%+31.1%+40.7%+25.4%+7.3%−9.6%22.8%$11.4B1.8

Alger Russell Innovation ETFThematic · Disruptive tech0.55%0.23%+26.8%+29.8%[…][…]−20.4%25.1%$11M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: HTEC 2019 · INVN 2025 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $113M$10,334

HTEC

INVN

Alger Russell Innovation ETF · $11M[…]

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

HTECMeasureINVN

+33.3%Year to dateJan 1 → Nov 4+26.8%

+42.3%1 yearTotal return+29.8%

+29.2%3 years · per year$10,000 became $21,591 · […][…]

+0.7%5 years · per year$10,000 became $10,334 · […][…]

0.80%Expense ratio$80 · $55 a year on $10k · lower is better0.55%

0.74%Trailing 12-mo yield$74 · $23 a year on $10k0.23%

−16.3%Worst dropSmaller is better−20.4%

22.8%VolatilityLower is calmer25.1%

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

5–1HTEC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs INVN: Top 5 Holdings

Today

HTEC

11.8%in top 5

INVN

in top 511.8%

HTECStockINVN

2.7%GRALnot top 5

not top 5EXEL2.5%

not top 5DOCU2.5%

2.5%CDNAnot top 5

not top 5REGN2.3%

not top 5CART2.3%

not top 5BIIB2.3%

2.2%ISRGnot top 5

2.2%NTRAnot top 5

2.2%MRNAnot top 5

Held in common7.0%

End-of-day Nov 4, 2026 · share of each fund

HTEC vs INVN Returns, Every Period

ROBO GlobalHTEC

+42.3%

past year

INVNAlger

+29.8%

past year

HTECINVNFaded: behind in that period

2–0HTEC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HTEC vs INVN

YTD

ROBO GlobalHTEC

+33.3%

INVNAlger

+26.8%

+33.3%Year to date+26.8%

−16.3%Worst drop · 1Y−20.4%

22.8%Volatility · 1Y25.1%

0.7%Yield0.2%

$113MAssets$11.0M

4–0HTEC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, INVN, IBB

Today

0.44%lowest, IBB

FundExpense ratioFee$10k

IBB0.44%$44

INVN0.55%$55

HTEC0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HTEC, INVN, IBB

0.74%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.74%$74

INVN0.23%$23

IBB0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$6most kept, HTEC

HTEC$74 − $80 = −$6

IBB$15 − $44 = −$29

INVN$23 − $55 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HTEC, INVN, IBB

Today

20.7%most shared, HTEC and IBB

HTECINVNIBB

HTEC—7.0%20.7%

INVN7.0%—10.4%

IBB20.7%10.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%HTEC, at 22.8% volatility

HTECWorst drop−16.3%22.8% vol

IBBWorst drop−9.6%22.8% vol

INVNWorst drop−20.4%25.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HTECIBB

+33.3%Year to date+31.1%

0.7%Yield0.2%

+42.3%Past year+40.7%

0.80%Fee0.44%

3–1HTEC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026