HTEC vs IBB

AHTEC

BIBB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XLF $15,690

Lowest cost0.08%XLF · $8 on $10k

Most income1.42%XLF · $142 on $10k

Smallest drop−9.6%IBB · worst fall in 1Y

Held in common20.2%HTEC and IBB

HTEC

IBB

ROBO Global Healthcare Technology and Innovation ETF · $110MiShares Biotechnology ETF · $11.2B

+26.2%3 years · per year$20,092 · $18,932+23.7%

−0.5%5 years · per year$9,759 · $13,757+6.6%

0.80%Expense ratio$80 · $44 on $10k · lower wins0.44%

0.76%12-mo yield$76 · $15 on $10k0.15%

−16.3%Worst dropSmaller wins−9.6%

23.3%VolatilityLower wins23.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHTEC · IBB

2.5%MRNA6.4%

1.9%REGN6.2%

1.9%VRTX7.8%

1.8%NTRA2.9%

Held in common20.2%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BIBB	iShares Biotechnology ETFRead Desk	0.44%	0.15%	+2.8%	+30.2%	+38.9%	+23.7%	+6.6%	−9.6%	$11.2B
4	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

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BIBB	iShares Biotechnology ETFRead Desk	0.44%	0.15%	+2.8%	+30.2%	+38.9%	+23.7%	+6.6%	−9.6%	$11.2B
4	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

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 IBB

HTEC

ROBO Global Healthcare Technology and Innovation

$9,759

IBB

iShares Biotechnology

$13,757

MeasureHTECIBB

Fee0.80%0.44%

Cost on $10k a year$80$44

Yield0.76%0.15%

5 years, per year−0.5%+6.6%

3 years, per year+26.2%+23.7%

Worst drop · 1Y−16.3%−9.6%

Volatility · 1Y23.3%23.6%

3–3measures won
level

20.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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

Overlap: HTEC, IBB, SMH, XLF

Today

20.2%most shared, HTEC and IBB

HTECIBBSMHXLF

HTEC—20.2%0.0%0.0%

IBB20.2%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

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

Income After Fees on $10,000

$134most kept, XLF

XLF$142 − $8 = $134

HTEC$76 − $80 = −$4

SMH$23 − $35 = −$12

IBB$15 − $44 = −$29

KeptFee

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