HTEC vs INVN

AHTEC

BINVN

Measures won3–1HTEC wins · of 6 · 5Y

$10,000 · 5Y$9,675HTEC

Lowest cost0.55%INVN · $55 on $10k

Most income0.77%HTEC · $77 on $10k

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

Held in common7.0%HTEC and INVN

HTEC

INVN

ROBO Global Healthcare Technology and Innovation ETF · $111MAlger Russell Innovation ETF · $11M

+25.8%3 years · per year$19,920 · […][…]

−0.7%5 years · per year$9,675 · […][…]

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

0.77%12-mo yield$77 · $23 on $10k0.23%

−16.3%Worst dropSmaller wins−20.4%

23.3%VolatilityLower wins25.1%

3–1HTEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · INVN

1.9%REGN2.2%

1.6%INCY1.9%

1.3%BMY1.9%

1.1%ALNY1.2%

Held in common7.0%

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	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
2	BINVN	Alger Russell Innovation ETFRead Desk	0.55%	0.23%	−0.4%	+22.6%	+26.5%	new	new	−20.4%	$11M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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	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
2	BINVN	Alger Russell Innovation ETFRead Desk	0.55%	0.23%	−0.4%	+22.6%	+26.5%	new	new	−20.4%	$11M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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 INVN

HTEC

ROBO Global Healthcare Technology and Innovation

$9,675

INVN

Alger Russell Innovation

[…]

MeasureHTECINVN

Fee0.80%0.55%

Cost on $10k a year$80$55

Yield0.77%0.23%

5 years, per year−0.7%[…]

3 years, per year+25.8%[…]

Worst drop · 1Y−16.3%−20.4%

Volatility · 1Y23.3%25.1%

3–1measures won
HTEC first

7.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HTEC, INVN, DRAM

Today

7.0%most shared, HTEC and INVN

HTECINVNDRAM

HTEC—7.0%0.0%

INVN7.0%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

−$3most kept, HTEC

HTEC$77 − $80 = −$3

INVN$23 − $55 = −$32

DRAM$0 − $65 = −$65

KeptFee

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