HTEC vs INVN

AHTEC

BINVN

Measures won3–1HTEC wins · of 6 · 5Y

$10,000 · 5Y$10,334HTEC

Lowest cost0.55%INVN · $55 on $10k

Most income0.74%HTEC · $74 on $10k

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

Held in common6.9%HTEC and INVN

HTEC

INVN

ROBO Global Healthcare Technology and Innovation ETF · $113MAlger Russell Innovation ETF · $11M

+29.2%3 years · per year$21,591 · […][…]

+0.7%5 years · per year$10,334 · […][…]

0.80%Expense ratio$80 · $55 on $10k · lower wins0.55%

0.74%12-mo yield$74 · $23 on $10k0.23%

−16.3%Worst dropSmaller wins−20.4%

22.8%VolatilityLower wins25.2%

3–1HTEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · INVN

1.9%REGN2.2%

1.6%INCY1.9%

1.3%BMY1.9%

1.1%ALNY1.2%

Held in common6.9%

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	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
2	BINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	−2.9%	+23.1%	+29.2%	new	new	−20.4%	$11M

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	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
2	BINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	−2.9%	+23.1%	+29.2%	new	new	−20.4%	$11M

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 INVN

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

INVN

Alger Russell Innovation

[…]

MeasureHTECINVN

Fee0.80%0.55%

Cost on $10k a year$80$55

Yield0.74%0.23%

5 years, per year+0.7%[…]

3 years, per year+29.2%[…]

Worst drop · 1Y−16.3%−20.4%

Volatility · 1Y22.8%25.2%

3–1measures won
HTEC first

6.9%

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, INVN

Today

6.9%most shared, HTEC and INVN

HTECINVN

HTEC—6.9%

INVN6.9%—

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

Income After Fees on $10,000

−$6most kept, HTEC

HTEC$74 − $80 = −$6

INVN$23 − $55 = −$32

KeptFee

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