Compare · 3 funds side by side · dividends reinvested

HTEC, IWF and VO

HTECROBO Global×IWFiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

HTEC, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$116M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.3

Rank among the three1st → 3rdFee, 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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $116M$10,334

HTEC

IWF

iShares Russell 1000 Growth ETF · $113B$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 VO

YTD

ROBO GlobalHTEC

+33.3%

VOVanguard

+10.7%

+33.3%Year to date+10.7%

−16.3%Worst drop · 1Y−8.2%

22.8%Volatility · 1Y12.9%

0.7%Yield1.4%

$116MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: HTEC, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

HTEC0.80%$80

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

Yields: HTEC, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

HTEC0.74%$74

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

HTEC$74 − $80 = −$6

KeptFee

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

Overlap: HTEC, IWF, VO

Today

9.2%most shared, IWF and VO

HTECIWFVO

HTEC—0.9%4.0%

IWF0.9%—9.2%

VO4.0%9.2%—

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

Return vs Bumpiness: 3 ETFs

+42.3%HTEC, at 22.8% volatility

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.3% vol

HTECWorst drop−16.3%22.8% vol

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

Paid More vs Made More

YTD

VOHTEC

+10.7%Year to date+33.3%

1.4%Yield0.7%

+12.4%Past year+42.3%

0.03%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026