HTEC vs IGM

AHTEC

BIGM

Measures won2–4IGM wins · of 6 · 5Y

$10,000 · 5Y$21,692IGM · HTEC $10,334

Lowest cost0.37%IGM · $37 on $10k

Most income0.74%HTEC · $74 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common0.0%HTEC and IGM

HTEC

IGM

ROBO Global Healthcare Technology and Innovation ETF · $112MiShares Expanded Tech Sector ETF · $10.3B

+29.2%3 years · per year$21,591 · $24,548+34.9%

+0.7%5 years · per year$10,334 · $21,692+16.8%

0.80%Expense ratio$80 · $37 on $10k · lower wins0.37%

0.74%12-mo yield$74 · $15 on $10k0.15%

−16.3%Worst dropSmaller wins−15.5%

22.8%VolatilityLower wins25.9%

2–4IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · IGM

1.5%NOVT0.0%

Held in common0.0%

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	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B
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%	$112M

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	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B
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%	$112M

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 IGM

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

IGM

iShares Expanded Tech Sector

$21,692

MeasureHTECIGM

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.74%0.15%

5 years, per year+0.7%+16.8%

3 years, per year+29.2%+34.9%

Worst drop · 1Y−16.3%−15.5%

Volatility · 1Y22.8%25.9%

4–2measures won
IGM first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HTEC, IGM

Today

0.0%most shared, HTEC and IGM

HTECIGM

HTEC—0.0%

IGM0.0%—

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

Income After Fees on $10,000

−$6most kept, HTEC

HTEC$74 − $80 = −$6

IGM$15 − $37 = −$22

KeptFee

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