HTEC vs IJR

AHTEC

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IJR $13,254

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 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

+26.2%3 years · per year$20,092 · $16,193+17.4%

−0.5%5 years · per year$9,759 · $13,254+5.8%

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

0.76%12-mo yield$76 · $121 on $10k1.21%

−16.3%Worst dropSmaller wins−9.7%

23.3%VolatilityLower wins16.4%

1–5IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · IJR

0.9%VCYT0.1%

1.2%OMCL0.1%

1.3%CNMD0.1%

1.0%AORT0.1%

Held in common0.4%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$111M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$111M

End-of-day Nov 9, 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

$9,759

IJR

iShares Core S&P Small-Cap

$13,254

MeasureHTECIJR

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.76%1.21%

5 years, per year−0.5%+5.8%

3 years, per year+26.2%+17.4%

Worst drop · 1Y−16.3%−9.7%

Volatility · 1Y23.3%16.4%

5–1measures won
IJR first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HTEC, IJR, VUG

Today

1.0%most shared, HTEC and VUG

HTECIJRVUG

HTEC—0.4%1.0%

IJR0.4%—0.0%

VUG1.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

HTEC$76 − $80 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee