HTEC vs ILDR

AHTEC

BILDR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%HTEC · $76 on $10k

Smallest drop−16.3%HTEC · worst fall in 1Y

Held in common0.4%HTEC and ILDR

HTEC

ILDR

ROBO Global Healthcare Technology and Innovation ETF · $110MFirst Trust Innovation Leaders ETF · $316M

+26.2%3 years · per year$20,092 · $20,897+27.8%

−0.5%5 years · per year$9,759 · $15,657+9.4%

0.80%Expense ratio$80 · $75 on $10k · lower wins0.75%

0.76%12-mo yield$76 · $0 on $10k0.00%

−16.3%Worst dropSmaller wins−18.7%

23.3%VolatilityLower wins27.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHTEC · ILDR

1.1%ALNY0.4%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+4.2%	+7.3%	+6.6%	+27.8%	+9.4%	−18.7%	$316M
4	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%	$110M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+4.2%	+7.3%	+6.6%	+27.8%	+9.4%	−18.7%	$316M
4	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%	$110M

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 ILDR

HTEC

ROBO Global Healthcare Technology and Innovation

$9,759

ILDR

First Trust Innovation Leaders

$15,657

MeasureHTECILDR

Fee0.80%0.75%

Cost on $10k a year$80$75

Yield0.76%0.00%

5 years, per year−0.5%+9.4%

3 years, per year+26.2%+27.8%

Worst drop · 1Y−16.3%−18.7%

Volatility · 1Y23.3%27.0%

3–3measures won
level

0.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HTEC, ILDR, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

HTECILDRSOXXSMH

HTEC—0.4%0.0%0.0%

ILDR0.4%—21.8%23.4%

SOXX0.0%21.8%—69.6%

SMH0.0%23.4%69.6%—

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

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

ILDR$0 − $75 = −$75

KeptFee

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