Compare · 3 funds side by side · dividends reinvested

HTEC, QLTY and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,590VO · best of the three

02 / 04

HTEC, QLTY and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$116M2.0

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+12.8%+16.6%[…][…]−11.7%13.1%$5.6B2.2

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 · QLTY 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $116M$9,675

HTEC

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

HTECMeasureVO

+26.6%Year to dateJan 1 → Nov 6+10.6%

+35.2%1 yearTotal return+11.6%

+25.8%3 years · per year$10,000 became $19,920 · $16,701+18.6%

−0.7%5 years · per year$10,000 became $9,675 · $13,590+6.3%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

0.77%Trailing 12-mo yield$77 · $139 a year on $10k1.39%

−16.3%Worst dropSmaller is better−8.2%

23.3%VolatilityLower is calmer12.9%

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

3–5VO 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 VO: Top 5 Holdings

Today

HTEC

11.4%in top 5

in top 55.3%

HTECStockVO

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

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common4.0%

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

HTEC vs VO Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

VOVanguard

+6.3%

5 years, per year

HTECVOFaded: behind in that period

3–1HTEC wins

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

Thematic vs Stocks: HTEC vs VO

YTD

ROBO GlobalHTEC

+26.6%

VOVanguard

+10.6%

+26.6%Year to date+10.6%

−16.3%Worst drop · 1Y−8.2%

23.3%Volatility · 1Y12.9%

0.8%Yield1.4%

$116MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: HTEC, QLTY, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

QLTY0.50%$50

HTEC0.80%$80

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

Yields: HTEC, QLTY, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

HTEC0.77%$77

QLTY0.65%$65

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

QLTY$65 − $50 = $15

HTEC$77 − $80 = −$3

KeptFee

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

Overlap: HTEC, QLTY, VO

Today

6.1%most shared, HTEC and QLTY

HTECQLTYVO

HTEC—6.1%4.0%

QLTY6.1%—2.3%

VO4.0%2.3%—

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

VOWorst drop−8.2%12.9% vol

QLTYWorst drop−11.7%13.1% vol

HTECWorst drop−16.3%23.3% vol

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

Paid More vs Made More

YTD

VOHTEC

+10.6%Year to date+26.6%

1.4%Yield0.8%

+11.6%Past year+35.2%

0.03%Fee0.80%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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