Compare · 3 funds side by side · dividends reinvested

HTEC, JEPQ and DRAM

HTECROBO Global×JEPQJ.P. Morgan×DRAMRoundhill×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,675HTEC · best of the three

02 / 04

HTEC, JEPQ and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$111M1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B2.5

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,675

HTEC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

HTECMeasureJEPQ

+26.6%Year to dateJan 1 → Nov 6+3.2%

+35.2%1 yearTotal return+4.5%

+25.8%3 years · per year$10,000 became $19,920 · $16,202+17.4%

−0.7%5 years · per year$10,000 became $9,675 · […][…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

0.77%Trailing 12-mo yield$77 · $1,279 a year on $10k12.79%

−16.3%Worst dropSmaller is better−11.5%

23.3%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

HTEC

11.4%in top 5

JEPQ

in top 528.9%

HTECStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

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 common2.9%

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

HTEC vs JEPQ Returns, Every Period

ROBO GlobalHTEC

+35.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

HTECJEPQFaded: behind in that period

3–0HTEC wins

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

Thematic vs Income: HTEC vs JEPQ

YTD

ROBO GlobalHTEC

+26.6%

JEPQJ.P. Morgan

+3.2%

+26.6%Year to date+3.2%

−16.3%Worst drop · 1Y−11.5%

23.3%Volatility · 1Y16.7%

0.8%Yield12.8%

$111MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: HTEC, JEPQ, DRAM

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

DRAM0.65%$65

HTEC0.80%$80

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

Yields: HTEC, JEPQ, DRAM

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

HTEC0.77%$77

DRAM0.00%$0

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

HTEC$77 − $80 = −$3

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: HTEC, JEPQ, DRAM

Today

3.9%most shared, JEPQ and DRAM

HTECJEPQDRAM

HTEC—2.9%0.0%

JEPQ2.9%—3.9%

DRAM0.0%3.9%—

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

Return vs Bumpiness: 3 ETFs

+35.2%HTEC, at 23.3% volatility

JEPQWorst drop−11.5%16.7% vol

HTECWorst drop−16.3%23.3% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQHTEC

+3.2%Year to date+26.6%

12.8%Yield0.8%

+4.5%Past year+35.2%

0.35%Fee0.80%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026