HTEC vs IGM

AHTEC

BIGM

Measures won2–4IGM wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · IGM $21,692

Lowest cost0.35%SMH · $35 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 · $113MiShares Expanded Tech Sector ETF · $10.4B

+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 yearsAll four, one 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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
3	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
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
3	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
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

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, IGM, SMH, DRAM

Today

33.7%most shared, IGM and SMH

HTECIGMSMHDRAM

HTEC—0.0%0.0%0.0%

IGM0.0%—33.7%4.7%

SMH0.0%33.7%—3.3%

DRAM0.0%4.7%3.3%—

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

SMH$22 − $35 = −$13

IGM$15 − $37 = −$22

DRAM$0 − $65 = −$65

KeptFee

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