HTEC vs IJH

AHTEC

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · HTEC $10,334

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common3.3%HTEC and IJH

HTEC

IJH

ROBO Global Healthcare Technology and Innovation ETF · $113MiShares Core S&P Mid-Cap ETF · $125B

+29.2%3 years · per year$21,591 · $15,806+16.5%

+0.7%5 years · per year$10,334 · $13,830+6.7%

0.80%Expense ratio$80 · $5 on $10k · lower wins0.05%

0.74%12-mo yield$74 · $126 on $10k1.26%

−16.3%Worst dropSmaller wins−8.8%

22.8%VolatilityLower wins15.5%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · IJH

1.6%UTHR0.8%

1.9%MEDP0.4%

2.1%GKOS0.4%

1.7%PEN0.4%

Held in common3.3%

End-of-day Nov 5, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTEC vs IJH

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureHTECIJH

Fee0.80%0.05%

Cost on $10k a year$80$5

Yield0.74%1.26%

5 years, per year+0.7%+6.7%

3 years, per year+29.2%+16.5%

Worst drop · 1Y−16.3%−8.8%

Volatility · 1Y22.8%15.5%

5–1measures won
IJH first

3.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HTEC, IJH

Today

3.3%most shared, HTEC and IJH

HTECIJH

HTEC—3.3%

IJH3.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

HTEC$74 − $80 = −$6

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee