HTEC vs DGRO

AHTEC

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · HTEC $10,334

Lowest cost0.08%DGRO · $8 on $10k

Most income1.81%DGRO · $181 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common2.0%HTEC and DGRO

HTEC

DGRO

ROBO Global Healthcare Technology and Innovation ETF · $113MiShares Core Dividend Growth ETF · $46.1B

+29.2%3 years · per year$21,591 · $18,408+22.6%

+0.7%5 years · per year$10,334 · $17,573+11.9%

0.80%Expense ratio$80 · $8 on $10k · lower wins0.08%

0.74%12-mo yield$74 · $181 on $10k1.81%

−16.3%Worst dropSmaller wins−6.5%

22.8%VolatilityLower wins9.7%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · DGRO

1.6%ABT1.0%

1.9%SYK0.3%

1.5%BDX0.3%

1.8%DHR0.2%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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

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 DGRO

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

DGRO

iShares Core Dividend Growth

$17,573

MeasureHTECDGRO

Fee0.80%0.08%

Cost on $10k a year$80$8

Yield0.74%1.81%

5 years, per year+0.7%+11.9%

3 years, per year+29.2%+22.6%

Worst drop · 1Y−16.3%−6.5%

Volatility · 1Y22.8%9.7%

5–1measures won
DGRO first

2.0%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, DGRO

Today

2.0%most shared, HTEC and DGRO

HTECDGRO

HTEC—2.0%

DGRO2.0%—

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

HTEC$74 − $80 = −$6

KeptFee

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