Compare · 4 funds side by side · dividends reinvested

HTEC, SCHD, VIG and DGRO

HTECROBO Global×SCHDSchwab×VIGVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,027DGRO · best of the four

02 / 04

HTEC, SCHD, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.9

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.4%+37.7%+27.8%−0.2%−16.3%22.6%$112M3.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: HTEC 2019 · SCHD 2011 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $112M$9,907

HTEC

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

HTECMeasureSCHD

+29.4%Year to dateJan 1 → Nov 3+32.8%

+37.7%1 yearTotal return+37.6%

+27.8%3 years · per year$10,000 became $20,882 · $17,784+21.2%

−0.2%5 years · per year$10,000 became $9,907 · $16,352+10.3%

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

0.76%Trailing 12-mo yield$76 · $297 a year on $10k2.97%

−16.3%Worst dropSmaller is better−6.9%

22.6%VolatilityLower is calmer11.4%

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

2–6SCHD wins

End-of-day Nov 3, 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

11.6%in top 5

SCHD

in top 521.4%

HTECStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.6%GRALnot top 5

2.4%CDNAnot top 5

2.2%ISRGnot top 5

2.2%TEMnot top 5

2.2%NTRAnot top 5

Held in common2.9%

End-of-day Nov 3, 2026 · share of each fund

HTEC vs SCHD Returns, Every Period

ROBO GlobalHTEC

−0.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

HTECSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+29.4%

SCHDSchwab

+32.8%

+29.4%Year to date+32.8%

−16.3%Worst drop · 1Y−6.9%

22.6%Volatility · 1Y11.4%

0.8%Yield3.0%

$112MAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, SCHD, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

HTEC0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HTEC, SCHD, VIG, DGRO

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DGRO1.85%$185

VIG1.47%$147

HTEC0.76%$76

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

HTEC$76 − $80 = −$4

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HTEC, SCHD, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

HTECSCHDVIGDGRO

HTEC—2.9%2.2%2.0%

SCHD2.9%—14.5%21.0%

VIG2.2%14.5%—68.3%

DGRO2.0%21.0%68.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.7%HTEC, at 22.6% volatility

DGROWorst drop−6.5%9.5% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

HTECWorst drop−16.3%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHTEC

+32.8%Year to date+29.4%

3.0%Yield0.8%

+37.6%Past year+37.7%

0.06%Fee0.80%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026