HTEC vs IJR

AHTEC

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IJR $13,170

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 common0.4%HTEC and IJR

HTEC

IJR

ROBO Global Healthcare Technology and Innovation ETF · $111MiShares Core S&P Small-Cap ETF · $104B

+25.8%3 years · per year$19,920 · $16,147+17.3%

−0.7%5 years · per year$9,675 · $13,170+5.7%

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

0.77%12-mo yield$77 · $124 on $10k1.24%

−16.3%Worst dropSmaller wins−9.7%

23.3%VolatilityLower wins16.2%

1–5IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · IJR

0.9%VCYT0.1%

1.2%OMCL0.1%

1.4%CNMD0.1%

1.3%AORT0.1%

Held in common0.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$111M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$111M

End-of-day Nov 6, 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

$9,675

IJR

iShares Core S&P Small-Cap

$13,170

MeasureHTECIJR

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.77%1.24%

5 years, per year−0.7%+5.7%

3 years, per year+25.8%+17.3%

Worst drop · 1Y−16.3%−9.7%

Volatility · 1Y23.3%16.2%

5–1measures won
IJR first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: HTEC, IJR, SMH

Today

0.4%most shared, HTEC and IJR

HTECIJRSMH

HTEC—0.4%0.0%

IJR0.4%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee