HTEC vs FMED

AHTEC

BFMED

Measures won4–1HTEC wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%HTEC · $76 on $10k

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

Held in common22.1%HTEC and FMED

HTEC

FMED

ROBO Global Healthcare Technology and Innovation ETF · $110MFidelity Disruptive Medicine ETF · $53M

+26.2%3 years · per year$20,092 · $16,034+17.0%

−0.5%5 years · per year$9,759 · […][…]

0.80%Expense ratio$80 · $50 on $10k · lower wins0.50%

0.76%12-mo yield$76 · $0 on $10k0.00%

−16.3%Worst dropSmaller wins−18.3%

23.3%VolatilityLower wins24.9%

4–1HTEC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHTEC · FMED

2.5%MRNA4.7%

2.3%ISRG2.3%

2.1%TMO4.2%

1.9%DHR3.9%

Held in common22.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$110M
4	BFMED	Fidelity Disruptive Medicine ETFRead Desk	0.50%	0.00%	+3.9%	+21.5%	+26.6%	+17.0%	new	−18.3%	$53M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$110M
4	BFMED	Fidelity Disruptive Medicine ETFRead Desk	0.50%	0.00%	+3.9%	+21.5%	+26.6%	+17.0%	new	−18.3%	$53M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTEC vs FMED

HTEC

ROBO Global Healthcare Technology and Innovation

$9,759

FMED

Fidelity Disruptive Medicine

[…]

MeasureHTECFMED

Fee0.80%0.50%

Cost on $10k a year$80$50

Yield0.76%0.00%

5 years, per year−0.5%[…]

3 years, per year+26.2%+17.0%

Worst drop · 1Y−16.3%−18.3%

Volatility · 1Y23.3%24.9%

4–1measures won
HTEC first

22.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HTEC, FMED, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

HTECFMEDSOXXSMH

HTEC—22.1%0.0%0.0%

FMED22.1%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

FMED$0 − $50 = −$50

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee