Compare · 3 funds side by side · dividends reinvested

HTEC, JEPQ and VIG

HTECROBO Global×JEPQJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

HTEC, JEPQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$113M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: HTEC 2019 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

HTECMeasureJEPQ

+33.3%Year to dateJan 1 → Nov 4+8.5%

+42.3%1 yearTotal return+9.3%

+29.2%3 years · per year$10,000 became $21,591 · $17,406+20.3%

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

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

0.74%Trailing 12-mo yield$74 · $1,217 a year on $10k12.17%

−16.3%Worst dropSmaller is better−8.8%

22.8%VolatilityLower is calmer15.5%

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

3–4JEPQ 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 JEPQ: Top 5 Holdings

Today

HTEC

11.8%in top 5

JEPQ

in top 527.9%

HTECStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

2.7%GRALnot top 5

2.5%CDNAnot top 5

2.2%ISRGnot top 5

2.2%NTRAnot top 5

2.2%MRNAnot top 5

Held in common2.7%

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

HTEC vs JEPQ Returns, Every Period

ROBO GlobalHTEC

+42.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

HTECJEPQFaded: behind in that period

3–0HTEC wins

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

Thematic vs Income: HTEC vs JEPQ

YTD

ROBO GlobalHTEC

+33.3%

JEPQJ.P. Morgan

+8.5%

+33.3%Year to date+8.5%

−16.3%Worst drop · 1Y−8.8%

22.8%Volatility · 1Y15.5%

0.7%Yield12.2%

$113MAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: HTEC, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

HTEC0.80%$80

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

Yields: HTEC, JEPQ, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.44%$144

HTEC0.74%$74

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$144 − $4 = $140

HTEC$74 − $80 = −$6

KeptFee

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

Overlap: HTEC, JEPQ, VIG

Today

26.3%most shared, JEPQ and VIG

HTECJEPQVIG

HTEC—2.7%2.2%

JEPQ2.7%—26.3%

VIG2.2%26.3%—

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

VIGWorst drop−7.9%10.2% vol

JEPQWorst drop−8.8%15.5% vol

HTECWorst drop−16.3%22.8% vol

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

Paid More vs Made More

YTD

JEPQHTEC

+8.5%Year to date+33.3%

12.2%Yield0.7%

+9.3%Past year+42.3%

0.35%Fee0.80%

2–2level

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026