HTEC vs IWF

AHTEC

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.77%HTEC · $77 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common1.0%HTEC and IWF

HTEC

IWF

ROBO Global Healthcare Technology and Innovation ETF · $111MiShares Russell 1000 Growth ETF · $115B

+25.8%3 years · per year$19,920 · $17,022+19.4%

−0.7%5 years · per year$9,675 · $15,442+9.1%

0.80%Expense ratio$80 · $18 on $10k · lower wins0.18%

0.77%12-mo yield$77 · $39 on $10k0.39%

−16.3%Worst dropSmaller wins−14.6%

23.3%VolatilityLower wins19.4%

2–4IWF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHTEC · IWF

2.4%ISRG0.6%

2.1%NTRA0.2%

1.1%ALNY0.1%

1.8%GH0.1%

Held in common1.0%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	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
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	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
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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 IWF

HTEC

ROBO Global Healthcare Technology and Innovation

$9,675

IWF

iShares Russell 1000 Growth

$15,442

MeasureHTECIWF

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield0.77%0.39%

5 years, per year−0.7%+9.1%

3 years, per year+25.8%+19.4%

Worst drop · 1Y−16.3%−14.6%

Volatility · 1Y23.3%19.4%

4–2measures won
IWF first

1.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HTEC, IWF, DRAM, VUG

Today

78.0%most shared, IWF and VUG

HTECIWFDRAMVUG

HTEC—1.0%0.0%1.0%

IWF1.0%—3.1%78.0%

DRAM0.0%3.1%—1.7%

VUG1.0%78.0%1.7%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

HTEC$77 − $80 = −$3

DRAM$0 − $65 = −$65

KeptFee

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