Compare · 4 funds side by side · dividends reinvested

HTEC, IWF, SMH and VUG

HTECROBO Global×IWFiShares×SMHVanEck×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

HTEC, IWF, SMH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$113M2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

HTECMeasureIWF

+33.3%Year to dateJan 1 → Nov 5−6.5%

+42.3%1 yearTotal return−7.6%

+29.2%3 years · per year$10,000 became $21,591 · $17,073+19.5%

+0.7%5 years · per year$10,000 became $10,334 · $15,330+8.9%

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

0.74%Trailing 12-mo yield$74 · $39 a year on $10k0.39%

−16.3%Worst dropSmaller is better−14.6%

22.8%VolatilityLower is calmer19.3%

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

4–4Level

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 IWF: Top 5 Holdings

Today

HTEC

11.9%in top 5

IWF

in top 539.6%

HTECStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

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

Held in common0.9%

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

HTEC vs IWF Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

IWFiShares

+8.9%

5 years, per year

HTECIWFFaded: 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 VUG

YTD

ROBO GlobalHTEC

+33.3%

VUGVanguard

+0.5%

+33.3%Year to date+0.5%

−16.3%Worst drop · 1Y−15.1%

22.8%Volatility · 1Y19.0%

0.7%Yield0.4%

$113MAssets$233B

2–2level

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

Cost, Income and Risk

Fees: HTEC, IWF, SMH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMH0.35%$35

HTEC0.80%$80

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

Yields: HTEC, IWF, SMH, VUG

0.74%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.74%$74

VUG0.43%$43

IWF0.39%$39

SMH0.25%$25

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

HTEC$74 − $80 = −$6

SMH$25 − $35 = −$10

KeptFee

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

Overlap: HTEC, IWF, SMH, VUG

Today

78.0%most shared, IWF and VUG

HTECIWFSMHVUG

HTEC—0.9%0.0%1.0%

IWF0.9%—29.2%78.0%

SMH0.0%29.2%—26.9%

VUG1.0%78.0%26.9%—

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

Return vs Bumpiness: 4 ETFs

+42.3%HTEC, at 22.8% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

HTECWorst drop−16.3%22.8% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

HTECSMH

+33.3%Year to date+24.3%

0.7%Yield0.2%

+42.3%Past year+27.3%

0.80%Fee0.35%

3–1HTEC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026