HTEC vs ARKK

AHTEC

BARKK

Measures won5–1HTEC wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · HTEC $10,334

Lowest cost0.35%SMH · $35 on $10k

Most income0.74%HTEC · $74 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 · $116MARK Innovation ETF · $7.9B

+29.2%3 years · per year$21,591 · $20,852+27.8%

+0.7%5 years · per year$10,334 · $6,108−9.4%

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

0.74%12-mo yield$74 · $0 on $10k0.00%

−16.3%Worst dropSmaller wins−25.3%

22.8%VolatilityLower wins38.3%

5–1HTEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · ARKK

2.1%TWST3.3%

2.0%TEM5.9%

1.5%CRSP4.6%

1.8%VCYT1.3%

Held in common9.1%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$116M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	−9.0%	−4.9%	−12.4%	+27.8%	−9.4%	−25.3%	$7.9B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$116M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	−9.0%	−4.9%	−12.4%	+27.8%	−9.4%	−25.3%	$7.9B

End-of-day Nov 5, 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

$10,334

ARKK

ARK Innovation

$6,108

MeasureHTECARKK

Fee0.80%0.75%

Cost on $10k a year$80$75

Yield0.74%0.00%

5 years, per year+0.7%−9.4%

3 years, per year+29.2%+27.8%

Worst drop · 1Y−16.3%−25.3%

Volatility · 1Y22.8%38.3%

5–1measures won
HTEC first

9.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HTEC, ARKK, SMH

Today

9.1%most shared, HTEC and ARKK

HTECARKKSMH

HTEC—9.1%0.0%

ARKK9.1%—8.2%

SMH0.0%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$6most kept, HTEC

HTEC$74 − $80 = −$6

SMH$25 − $35 = −$10

ARKK$0 − $75 = −$75

KeptFee

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