Compare · 2 funds side by side · dividends reinvested

HTEC and SPY

HTECROBO Global×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

HTEC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$112M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HTEC 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $112M$10,334

HTEC

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

HTECMeasureSPY

+33.3%Year to dateJan 1 → Nov 4+13.3%

+42.3%1 yearTotal return+13.4%

+29.2%3 years · per year$10,000 became $21,591 · $19,132+24.1%

+0.7%5 years · per year$10,000 became $10,334 · $18,060+12.6%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

0.74%Trailing 12-mo yield$74 · $99 a year on $10k0.99%

−16.3%Worst dropSmaller is better−8.9%

22.8%VolatilityLower is calmer12.9%

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

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs SPY: Top 5 Holdings

Today

HTEC

11.8%in top 5

SPY

in top 527.3%

HTECStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.7%GRALnot top 5

not top 5GOOGL2.5%

2.5%CDNAnot top 5

2.2%ISRGnot top 5

2.2%NTRAnot top 5

2.2%MRNAnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

HTEC vs SPY Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

HTECSPYFaded: behind in that period

3–1HTEC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: HTEC vs SPY

YTD

ROBO GlobalHTEC

+33.3%

SPYSPDR

+13.3%

+33.3%Year to date+13.3%

−16.3%Worst drop · 1Y−8.9%

22.8%Volatility · 1Y12.9%

0.7%Yield1.0%

$112MAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

HTEC0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HTEC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

HTEC0.74%$74

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

HTEC$74 − $80 = −$6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HTEC, SPY

Today

2.7%most shared, HTEC and SPY

HTECSPY

HTEC—2.7%

SPY2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+42.3%HTEC, at 22.8% volatility

SPYWorst drop−8.9%12.9% vol

HTECWorst drop−16.3%22.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYHTEC

+13.3%Year to date+33.3%

1.0%Yield0.7%

+13.4%Past year+42.3%

0.09%Fee0.80%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026