HTEC vs ARKK

AHTEC

BARKK

Measures won4–2HTEC wins · of 6 · 5Y

$10,000 · 5Y$9,907HTEC · ARKK $6,738

Lowest cost0.75%ARKK · $75 on $10k

Most income0.76%HTEC · $76 on $10k

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

Held in common9.1%HTEC and ARKK

HTEC

ARKK

ROBO Global Healthcare Technology and Innovation ETF · $112MARK Innovation ETF · $7.9B

+27.8%3 years · per year$20,882 · $23,554+33.1%

−0.2%5 years · per year$9,907 · $6,738−7.6%

0.80%Expense ratio$80 · $75 on $10k · lower wins0.75%

0.76%12-mo yield$76 · $0 on $10k0.00%

−16.3%Worst dropSmaller wins−28.6%

22.6%VolatilityLower wins37.5%

4–2HTEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · ARKK

2.2%TEM6.3%

1.9%TWST2.9%

1.6%CRSP4.5%

1.8%VCYT1.2%

Held in common9.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AHTEC	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	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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

Both

5Y2 funds

#			Trend
1	AHTEC	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	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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

HTEC vs ARKK

HTEC

ROBO Global Healthcare Technology and Innovation

$9,907

ARKK

ARK Innovation

$6,738

MeasureHTECARKK

Fee0.80%0.75%

Cost on $10k a year$80$75

Yield0.76%0.00%

5 years, per year−0.2%−7.6%

3 years, per year+27.8%+33.1%

Worst drop · 1Y−16.3%−28.6%

Volatility · 1Y22.6%37.5%

4–2measures won
HTEC first

9.1%

holdings shared

Nov 3, 2026 · $10,000 five years 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: HTEC, ARKK

Today

9.1%most shared, HTEC and ARKK

HTECARKK

HTEC—9.1%

ARKK9.1%—

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

ARKK$0 − $75 = −$75

KeptFee

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