HTEC vs IWF

AHTEC

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.9%HTEC and IWF

HTEC

IWF

ROBO Global Healthcare Technology and Innovation ETF · $116MiShares Russell 1000 Growth ETF · $113B

+29.2%3 years · per year$21,591 · $17,073+19.5%

+0.7%5 years · per year$10,334 · $15,330+8.9%

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

0.74%12-mo yield$74 · $39 on $10k0.39%

−16.3%Worst dropSmaller wins−14.6%

22.8%VolatilityLower wins19.3%

2–4IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · IWF

2.4%ISRG0.5%

2.1%NTRA0.2%

1.1%ALNY0.1%

1.9%GH0.1%

Held in common0.9%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	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%	$116M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	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%	$116M

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 IWF

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

IWF

iShares Russell 1000 Growth

$15,330

MeasureHTECIWF

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield0.74%0.39%

5 years, per year+0.7%+8.9%

3 years, per year+29.2%+19.5%

Worst drop · 1Y−16.3%−14.6%

Volatility · 1Y22.8%19.3%

4–2measures won
IWF first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HTEC, IWF, VO

Today

9.2%most shared, IWF and VO

HTECIWFVO

HTEC—0.9%4.0%

IWF0.9%—9.2%

VO4.0%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

HTEC$74 − $80 = −$6

KeptFee

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