Compare · 3 funds side by side · dividends reinvested

HTEC, SCHD and IGV

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

HTEC, SCHD and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.79%+24.6%+30.3%+24.0%−1.1%−16.3%23.4%$110M2.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.2%−7.9%+12.2%+2.9%−32.2%32.9%$12.9B2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: HTEC 2019 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,438

HTEC

IGV

iShares Expanded Tech-Software Sector ETF · $12.9B$11,529

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HTEC

More Ways to See the Pairs

HTEC vs IGV: Top 5 Holdings

Today

HTEC

11.8%in top 5

IGV

in top 541.4%

HTECStockIGV

not top 5MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

not top 5ORCL7.6%

Cost, Income and Risk

Fees: HTEC, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

HTEC0.80%$80

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: HTEC, SCHD, IGV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

IGV

+24.6%Year to dateJan 1 → Nov 13−4.2%

+30.3%1 yearTotal return−7.9%

+24.0%3 years · per year$10,000 became $19,085 · $14,119+12.2%

−1.1%5 years · per year$10,000 became $9,438 · $11,529+2.9%

0.80%Expense ratio$80 · $38 a year on $10k · lower is better0.38%

0.79%Trailing 12-mo yield$79 · $2 a year on $10k0.02%

−16.3%Worst dropSmaller is better−32.2%

23.4%VolatilityLower is calmer32.9%

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

6–2HTEC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.5%GRALnot top 5

2.4%MRNAnot top 5

2.3%ISRGnot top 5

2.3%AXGNnot top 5

2.3%CDNAnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

HTEC vs IGV Returns, Every Period

5Y

ROBO GlobalHTEC

−1.1%

5 years, per year

IGViShares

+2.9%

5 years, per year

HTECIGVFaded: behind in that period

3–1HTEC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+24.6%

SCHDSchwab

+34.9%

+24.6%Year to date+34.9%

−16.3%Worst drop · 1Y−6.9%

23.4%Volatility · 1Y11.7%

0.8%Yield2.9%

$110MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

HTEC0.79%$79

IGV0.02%$2

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

HTEC$79 − $80 = −$1

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: HTEC, SCHD, IGV

Today

2.9%most shared, HTEC and SCHD

HTECSCHDIGV

HTEC—2.9%0.0%

SCHD2.9%—0.0%

IGV0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HTECWorst drop−16.3%23.4% vol

IGVWorst drop−32.2%32.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHTEC

+34.9%Year to date+24.6%

2.9%Yield0.8%

+37.5%Past year+30.3%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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HTEC, SCHD and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three