Compare · 4 funds side by side · dividends reinvested

HTEC, QLTY, VUG and IWF

HTECROBO Global×QLTYGMO×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

HTEC, QLTY, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$111M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,759

HTEC

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

HTECMeasureIWF

+29.5%Year to dateJan 1 → Nov 9−2.5%

+40.9%1 yearTotal return−2.2%

+26.2%3 years · per year$10,000 became $20,092 · $17,207+19.8%

−0.5%5 years · per year$10,000 became $9,759 · $15,892+9.7%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

0.76%Trailing 12-mo yield$76 · $38 a year on $10k0.38%

−16.3%Worst dropSmaller is better−14.6%

23.3%VolatilityLower is calmer19.5%

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

4–4Level

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 IWF: Top 5 Holdings

Today

HTEC

11.7%in top 5

IWF

in top 539.7%

HTECStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common0.9%

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

HTEC vs IWF Returns, Every Period

ROBO GlobalHTEC

−0.5%

5 years, per year

IWFiShares

+9.7%

5 years, per year

HTECIWFFaded: behind in that period

3–1HTEC wins

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

Thematic vs Stocks: HTEC vs QLTY

YTD

ROBO GlobalHTEC

+29.5%

QLTYGMO

+15.6%

+29.5%Year to date+15.6%

−16.3%Worst drop · 1Y−11.7%

23.3%Volatility · 1Y13.3%

0.8%Yield0.6%

$111MAssets$5.4B

2–2level

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

Cost, Income and Risk

Fees: HTEC, QLTY, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

QLTY0.50%$50

HTEC0.80%$80

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

Yields: HTEC, QLTY, VUG, IWF

0.76%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.76%$76

QLTY0.64%$64

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

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, VUG, IWF

Today

78.1%most shared, VUG and IWF

HTECQLTYVUGIWF

HTEC—6.0%1.0%0.9%

QLTY6.0%—39.9%37.4%

VUG1.0%39.9%—78.1%

IWF0.9%37.4%78.1%—

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

VUGWorst drop−15.1%19.1% 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

HTECQLTY

+29.5%Year to date+15.6%

0.8%Yield0.6%

+40.9%Past year+20.8%

0.80%Fee0.50%

3–1HTEC wins

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$59.7B

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%

$120BAssets$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