Compare · 4 funds side by side · dividends reinvested

HTEC, QLTY, IJR and IWF

HTECROBO Global×QLTYGMO×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

HTEC, QLTY, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.8

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$110M2.5

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: HTEC 2019 · QLTY 2023 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,759

HTEC

QLTY

GMO US Quality ETF · $5.4B[…]

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

HTECMeasureQLTY

+29.5%Year to dateJan 1 → Nov 9+15.6%

+40.9%1 yearTotal return+20.8%

+26.2%3 years · per year$10,000 became $20,092 · […][…]

−0.5%5 years · per year$10,000 became $9,759 · […][…]

0.80%Expense ratio$80 · $50 a year on $10k · lower is better0.50%

0.76%Trailing 12-mo yield$76 · $64 a year on $10k0.64%

−16.3%Worst dropSmaller is better−11.7%

23.3%VolatilityLower is calmer13.3%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs QLTY: Top 5 Holdings

Today

HTEC

11.7%in top 5

QLTY

in top 525.3%

HTECStockQLTY

not top 5MSFT8.1%

not top 5JNJ4.5%

not top 5TMO4.4%

not top 5GOOGL4.3%

not top 5META4.0%

2.5%MRNAnot top 5

2.4%GRALnot top 5

2.3%ISRGnot top 5

2.2%CDNAnot top 5

2.2%TEMnot top 5

Held in common6.0%

End-of-day Nov 9, 2026 · share of each fund

HTEC vs QLTY Returns, Every Period

ROBO GlobalHTEC

+40.9%

past year

QLTYGMO

+20.8%

past year

HTECQLTYFaded: behind in that period

2–0HTEC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: HTEC vs IJR

YTD

ROBO GlobalHTEC

+29.5%

IJRiShares

+18.9%

+29.5%Year to date+18.9%

−16.3%Worst drop · 1Y−9.7%

23.3%Volatility · 1Y16.4%

0.8%Yield1.2%

$110MAssets$107B

3–1IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, QLTY, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

QLTY0.50%$50

HTEC0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HTEC, QLTY, IJR, IWF

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

HTEC0.76%$76

QLTY0.64%$64

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

HTEC$76 − $80 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HTEC, QLTY, IJR, IWF

Today

37.4%most shared, QLTY and IWF

HTECQLTYIJRIWF

HTEC—6.0%0.4%0.9%

QLTY6.0%—0.0%37.4%

IJR0.4%0.0%—0.1%

IWF0.9%37.4%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+40.9%HTEC, at 23.3% volatility

QLTYWorst drop−11.7%13.3% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

HTECWorst drop−16.3%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRHTEC

+18.9%Year to date+29.5%

1.2%Yield0.8%

+22.8%Past year+40.9%

0.06%Fee0.80%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026