HTEC vs IJR

AHTEC

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR · HTEC $10,334

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.6%HTEC and IJR

HTEC

IJR

ROBO Global Healthcare Technology and Innovation ETF · $116MiShares Core S&P Small-Cap ETF · $104B

+29.2%3 years · per year$21,591 · $16,200+17.4%

+0.7%5 years · per year$10,334 · $13,136+5.6%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

0.74%12-mo yield$74 · $124 on $10k1.24%

−16.3%Worst dropSmaller wins−9.7%

22.8%VolatilityLower wins16.3%

1–5IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · IJR

1.8%VCYT0.2%

1.2%OMCL0.1%

1.3%CNMD0.1%

1.3%AORT0.1%

Held in common0.6%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
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%	$116M

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
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%	$116M

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 IJR

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

IJR

iShares Core S&P Small-Cap

$13,136

MeasureHTECIJR

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.74%1.24%

5 years, per year+0.7%+5.6%

3 years, per year+29.2%+17.4%

Worst drop · 1Y−16.3%−9.7%

Volatility · 1Y22.8%16.3%

5–1measures won
IJR first

0.6%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HTEC, IJR

Today

0.6%most shared, HTEC and IJR

HTECIJR

HTEC—0.6%

IJR0.6%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

HTEC$74 − $80 = −$6

KeptFee

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