Compare · 3 funds side by side · dividends reinvested

HTEC, VUG and IWF

HTECROBO Global×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

HTEC, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.6

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$110M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: HTEC 2019 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,759

HTEC

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

HTECMeasureVUG

+29.5%Year to dateJan 1 → Nov 9+4.2%

+40.9%1 yearTotal return+4.7%

+26.2%3 years · per year$10,000 became $20,092 · $18,569+22.9%

−0.5%5 years · per year$10,000 became $9,759 · $16,565+10.6%

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

0.76%Trailing 12-mo yield$76 · $41 a year on $10k0.41%

−16.3%Worst dropSmaller is better−15.1%

23.3%VolatilityLower is calmer19.1%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs VUG: Top 5 Holdings

Today

HTEC

11.7%in top 5

VUG

in top 545.2%

HTECStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.5%MRNAnot top 5

2.4%GRALnot top 5

2.3%ISRGnot top 5

2.2%CDNAnot top 5

2.2%TEMnot top 5

Held in common1.0%

End-of-day Nov 9, 2026 · share of each fund

HTEC vs VUG Returns, Every Period

ROBO GlobalHTEC

−0.5%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

HTECVUGFaded: behind in that period

3–1HTEC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: HTEC vs VUG

YTD

ROBO GlobalHTEC

+29.5%

VUGVanguard

+4.2%

+29.5%Year to date+4.2%

−16.3%Worst drop · 1Y−15.1%

23.3%Volatility · 1Y19.1%

0.8%Yield0.4%

$110MAssets$233B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

HTEC0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HTEC, VUG, IWF

0.76%highest, HTEC

FundTrailing yieldYield$10k

HTEC0.76%$76

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

HTEC$76 − $80 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HTEC, VUG, IWF

Today

78.1%most shared, VUG and IWF

HTECVUGIWF

HTEC—1.0%0.9%

VUG1.0%—78.1%

IWF0.9%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+40.9%HTEC, at 23.3% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

HTECWorst drop−16.3%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HTECVUG

+29.5%Year to date+4.2%

0.8%Yield0.4%

+40.9%Past year+4.7%

0.80%Fee0.03%

3–1HTEC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026