HTEC vs ARKK

AHTEC

BARKK

Measures won4–2HTEC wins · of 6 · 5Y

$10,000 · 5Y$30,376SOXX · HTEC $10,334

Lowest cost0.33%SOXX · $33 on $10k

Most income0.74%HTEC · $74 on $10k

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

Held in common9.2%HTEC and ARKK

HTEC

ARKK

ROBO Global Healthcare Technology and Innovation ETF · $113MARK Innovation ETF · $7.9B

+29.2%3 years · per year$21,591 · $23,438+32.8%

+0.7%5 years · per year$10,334 · $6,885−7.2%

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−28.0%

22.8%VolatilityLower wins37.5%

4–2HTEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · ARKK

2.2%TEM6.2%

2.1%TWST3.2%

1.5%CRSP4.4%

1.8%VCYT1.2%

Held in common9.2%

End-of-day Nov 4, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
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%	$113M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+0.1%	+4.5%	−8.9%	+32.8%	−7.2%	−28.0%	$7.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
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%	$113M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+0.1%	+4.5%	−8.9%	+32.8%	−7.2%	−28.0%	$7.9B

End-of-day Nov 4, 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

$6,885

MeasureHTECARKK

Fee0.80%0.75%

Cost on $10k a year$80$75

Yield0.74%0.00%

5 years, per year+0.7%−7.2%

3 years, per year+29.2%+32.8%

Worst drop · 1Y−16.3%−28.0%

Volatility · 1Y22.8%37.5%

4–2measures won
HTEC first

9.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: HTEC, ARKK, SOXX

Today

9.2%most shared, HTEC and ARKK

HTECARKKSOXX

HTEC—9.2%0.0%

ARKK9.2%—8.9%

SOXX0.0%8.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

HTEC$74 − $80 = −$6

ARKK$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee