Compare · 3 funds side by side · dividends reinvested

HTEC, VIG and JEPI

HTECROBO Global×VIGVanguard×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

HTEC, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.0

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$116M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: HTEC 2019 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $116M$10,334

HTEC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

HTECMeasureVIG

+33.3%Year to dateJan 1 → Nov 5+12.5%

+42.3%1 yearTotal return+15.2%

+29.2%3 years · per year$10,000 became $21,591 · $16,814+18.9%

+0.7%5 years · per year$10,000 became $10,334 · $16,331+10.3%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

0.74%Trailing 12-mo yield$74 · $149 a year on $10k1.49%

−16.3%Worst dropSmaller is better−7.9%

22.8%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

HTEC vs VIG: Top 5 Holdings

Today

HTEC

11.9%in top 5

VIG

in top 522.1%

HTECStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.7%GRALnot top 5

2.4%MRNAnot top 5

2.4%ISRGnot top 5

2.3%CDNAnot top 5

2.1%NTRAnot top 5

Held in common2.2%

End-of-day Nov 5, 2026 · share of each fund

HTEC vs VIG Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

HTECVIGFaded: behind in that period

3–1HTEC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs JEPI

YTD

ROBO GlobalHTEC

+33.3%

JEPIJ.P. Morgan

+5.2%

+33.3%Year to date+5.2%

−16.3%Worst drop · 1Y−6.7%

22.8%Volatility · 1Y8.8%

0.7%Yield8.1%

$116MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

HTEC0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HTEC, VIG, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.49%$149

HTEC0.74%$74

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$149 − $4 = $145

HTEC$74 − $80 = −$6

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HTEC, VIG, JEPI

Today

30.9%most shared, VIG and JEPI

HTECVIGJEPI

HTEC—2.2%5.0%

VIG2.2%—30.9%

JEPI5.0%30.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%HTEC, at 22.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

HTECWorst drop−16.3%22.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIHTEC

+5.2%Year to date+33.3%

8.1%Yield0.7%

+8.3%Past year+42.3%

0.35%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026