ILDR vs HTEC

AILDR

BHTEC

Measures won1–5HTEC wins · of 6 · YTD

$10,000 · YTD$12,942HTEC · ILDR $10,879

Lowest cost0.75%ILDR · $75 on $10k

Most income0.76%HTEC · $76 on $10k

Smallest drop−16.3%HTEC · worst fall in 1Y

Held in common0.4%ILDR and HTEC

YTD

ILDR

HTEC

First Trust Innovation Leaders ETF · $328MROBO Global Healthcare Technology and Innovation ETF · $112M

+8.8%Year to dateJan 1 → Nov 3+29.4%

+4.5%1 yearTotal return+37.7%

0.75%Expense ratio$75 · $80 on $10k · lower wins0.80%

0.00%12-mo yield$0 · $76 on $10k0.76%

−17.5%Worst dropSmaller wins−16.3%

25.8%VolatilityLower wins22.6%

1–5HTEC wins

$10,000 · since Jan 1One scale

Shared top holdingsILDR · HTEC

0.4%ALNY1.1%

Held in common0.4%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILDR vs HTEC

ILDR

First Trust Innovation Leaders

$10,445

HTEC

ROBO Global Healthcare Technology and Innovation

$13,768

MeasureILDRHTEC

Fee0.75%0.80%

Cost on $10k a year$75$80

Yield0.00%0.76%

5 years, per year+9.8%−0.2%

3 years, per year+30.8%+27.8%

Worst drop · 1Y−17.5%−16.3%

Volatility · 1Y25.8%22.6%

3–3measures won
level

0.4%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ILDR, HTEC

Today

0.4%most shared, ILDR and HTEC

ILDRHTEC

ILDR—0.4%

HTEC0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee