Compare · 4 funds side by side · dividends reinvested

HTEC, SCHD, DRAM and VIG

HTECROBO Global×SCHDSchwab×DRAMRoundhill×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

HTEC, SCHD, DRAM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$116M2.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

Rank among the four1st → 4thFee, 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 · SCHD 2011 · DRAM 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

HTECMeasureSCHD

+26.6%Year to dateJan 1 → Nov 6+31.4%

+35.2%1 yearTotal return+37.0%

+25.8%3 years · per year$10,000 became $19,920 · $17,266+20.0%

−0.7%5 years · per year$10,000 became $9,675 · $16,267+10.2%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.77%Trailing 12-mo yield$77 · $300 a year on $10k3.00%

−16.3%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.7%

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

1–7SCHD 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 SCHD: Top 5 Holdings

Today

HTEC

11.4%in top 5

SCHD

in top 521.4%

HTECStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

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 common3.0%

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

HTEC vs SCHD Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

HTECSCHDFaded: behind in that period

1–3SCHD wins

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

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+26.6%

SCHDSchwab

+31.4%

+26.6%Year to date+31.4%

−16.3%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.7%

0.8%Yield3.0%

$116MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HTEC, SCHD, DRAM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DRAM0.65%$65

HTEC0.80%$80

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

Yields: HTEC, SCHD, DRAM, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

HTEC0.77%$77

DRAM0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

HTEC$77 − $80 = −$3

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: HTEC, SCHD, DRAM, VIG

Today

14.5%most shared, SCHD and VIG

HTECSCHDDRAMVIG

HTEC—3.0%0.0%2.2%

SCHD3.0%—0.0%14.5%

DRAM0.0%0.0%—0.0%

VIG2.2%14.5%0.0%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% 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

SCHDHTEC

+31.4%Year to date+26.6%

3.0%Yield0.8%

+37.0%Past year+35.2%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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