Compare · 4 funds side by side · dividends reinvested

HTEC, VTV, SMH and VUG

HTECROBO Global×VTVVanguard×SMHVanEck×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

HTEC, VTV, SMH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.5

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$111M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

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 · VTV 2004 · SMH 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,675

HTEC

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

HTECMeasureVTV

+26.6%Year to dateJan 1 → Nov 6+18.5%

+35.2%1 yearTotal return+22.9%

+25.8%3 years · per year$10,000 became $19,920 · $17,687+20.9%

−0.7%5 years · per year$10,000 became $9,675 · $17,585+12.0%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

0.77%Trailing 12-mo yield$77 · $187 a year on $10k1.87%

−16.3%Worst dropSmaller is better−6.4%

23.3%VolatilityLower is calmer10.7%

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

3–5VTV 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 VTV: Top 5 Holdings

Today

HTEC

11.4%in top 5

VTV

in top 515.8%

HTECStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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 common4.5%

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

HTEC vs VTV Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

HTECVTVFaded: behind in that period

3–1HTEC wins

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

Thematic vs Stocks: HTEC vs VTV

YTD

ROBO GlobalHTEC

+26.6%

VTVVanguard

+18.5%

+26.6%Year to date+18.5%

−16.3%Worst drop · 1Y−6.4%

23.3%Volatility · 1Y10.7%

0.8%Yield1.9%

$111MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: HTEC, VTV, SMH, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

SMH0.35%$35

HTEC0.80%$80

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

Yields: HTEC, VTV, SMH, VUG

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

HTEC0.77%$77

VUG0.42%$42

SMH0.24%$24

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VUG$42 − $3 = $39

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

KeptFee

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

Overlap: HTEC, VTV, SMH, VUG

Today

26.9%most shared, SMH and VUG

HTECVTVSMHVUG

HTEC—4.5%0.0%1.0%

VTV4.5%—6.3%1.9%

SMH0.0%6.3%—26.9%

VUG1.0%1.9%26.9%—

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

Return vs Bumpiness: 4 ETFs

+35.2%HTEC, at 23.3% volatility

VTVWorst drop−6.4%10.7% vol

VUGWorst drop−15.1%19.0% vol

HTECWorst drop−16.3%23.3% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMH

+18.5%Year to date+28.8%

1.9%Yield0.2%

+22.9%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026