Compare · 3 funds side by side · dividends reinvested

HTEC, VTV and VUG

HTECROBO Global×VTVVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

HTEC, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.5

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$116M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HTEC

VTV

Vanguard Morningstar Value ETF · $184B$17,626

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

HTECMeasureVTV

+33.3%Year to dateJan 1 → Nov 5+19.0%

+42.3%1 yearTotal return+24.0%

+29.2%3 years · per year$10,000 became $21,591 · $17,832+21.3%

+0.7%5 years · per year$10,000 became $10,334 · $17,626+12.0%

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

0.74%Trailing 12-mo yield$74 · $186 a year on $10k1.86%

−16.3%Worst dropSmaller is better−6.4%

22.8%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 5, 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

11.9%in top 5

VTV

in top 515.8%

HTECStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

2.7%GRALnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

2.4%MRNAnot top 5

2.4%ISRGnot top 5

2.3%CDNAnot top 5

2.1%NTRAnot top 5

Held in common4.5%

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

Thematic vs Stocks: HTEC vs VTV

YTD

ROBO GlobalHTEC

+33.3%

VTVVanguard

+19.0%

+33.3%Year to date+19.0%

−16.3%Worst drop · 1Y−6.4%

22.8%Volatility · 1Y10.7%

0.7%Yield1.9%

$116MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: HTEC, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

HTEC0.80%$80

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

Yields: HTEC, VTV, VUG

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

HTEC0.74%$74

VUG0.43%$43

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VUG$43 − $3 = $40

HTEC$74 − $80 = −$6

KeptFee

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

Overlap: HTEC, VTV, VUG

Today

4.5%most shared, HTEC and VTV

HTECVTVVUG

HTEC—4.5%1.0%

VTV4.5%—1.9%

VUG1.0%1.9%—

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

VTVWorst drop−6.4%10.7% vol

VUGWorst drop−15.1%19.0% 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

VTVHTEC

+19.0%Year to date+33.3%

1.9%Yield0.7%

+24.0%Past year+42.3%

0.03%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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