Compare · 4 funds side by side · dividends reinvested

HTEC, IWF, SMH and VO

HTECROBO Global×IWFiShares×SMHVanEck×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

HTEC, IWF, SMH and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.5

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$116M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

Rank among the four1st → 4thFee, 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 · IWF 2000 · SMH 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $116M$9,675

HTEC

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

HTECMeasureIWF

+26.6%Year to dateJan 1 → Nov 6−5.3%

+35.2%1 yearTotal return−6.5%

+25.8%3 years · per year$10,000 became $19,920 · $17,022+19.4%

−0.7%5 years · per year$10,000 became $9,675 · $15,442+9.1%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

0.77%Trailing 12-mo yield$77 · $39 a year on $10k0.39%

−16.3%Worst dropSmaller is better−14.6%

23.3%VolatilityLower is calmer19.4%

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

4–4Level

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 IWF: Top 5 Holdings

Today

HTEC

11.4%in top 5

IWF

in top 539.8%

HTECStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common1.0%

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

HTEC vs IWF Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

IWFiShares

+9.1%

5 years, per year

HTECIWFFaded: behind in that period

3–1HTEC wins

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

Thematic vs Stocks: HTEC vs VO

YTD

ROBO GlobalHTEC

+26.6%

VOVanguard

+10.6%

+26.6%Year to date+10.6%

−16.3%Worst drop · 1Y−8.2%

23.3%Volatility · 1Y12.9%

0.8%Yield1.4%

$116MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: HTEC, IWF, SMH, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SMH0.35%$35

HTEC0.80%$80

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

Yields: HTEC, IWF, SMH, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

HTEC0.77%$77

IWF0.39%$39

SMH0.24%$24

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

KeptFee

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

Overlap: HTEC, IWF, SMH, VO

Today

27.6%most shared, IWF and SMH

HTECIWFSMHVO

HTEC—1.0%0.0%4.0%

IWF1.0%—27.6%9.2%

SMH0.0%27.6%—2.5%

VO4.0%9.2%2.5%—

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

Return vs Bumpiness: 4 ETFs

+35.2%HTEC, at 23.3% volatility

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.4% vol

HTECWorst drop−16.3%23.3% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

VOSMH

+10.6%Year to date+28.8%

1.4%Yield0.2%

+11.6%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

$37.6BAssets$57.7B

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