HTEC vs INVN

AHTEC

BINVN

Measures won3–1HTEC wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · HTEC $10,334

Lowest cost0.35%SMH · $35 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 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 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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

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

Overlap: HTEC, INVN, SMH

Today

6.9%most shared, HTEC and INVN

HTECINVNSMH

HTEC—6.9%0.0%

INVN6.9%—2.0%

SMH0.0%2.0%—

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

SMH$25 − $35 = −$10

INVN$23 − $55 = −$32

KeptFee

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