HTEC vs QLTY

AHTEC

BQLTY

Measures won1–3QLTY wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · HTEC $9,907

Lowest cost0.18%IWF · $18 on $10k

Most income0.76%HTEC · $76 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common5.8%HTEC and QLTY

HTEC

QLTY

ROBO Global Healthcare Technology and Innovation ETF · $112MGMO US Quality ETF · $5.4B

+27.8%3 years · per year$20,882 · […][…]

−0.2%5 years · per year$9,907 · […][…]

0.80%Expense ratio$80 · $50 on $10k · lower wins0.50%

0.76%12-mo yield$76 · $65 on $10k0.65%

−16.3%Worst dropSmaller wins−11.7%

22.6%VolatilityLower wins12.3%

1–3QLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · QLTY

2.1%TMO4.3%

1.6%ABT2.5%

2.2%ISRG1.2%

1.9%SYK0.9%

Held in common5.8%

End-of-day Nov 3, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M
3	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	+0.5%	+14.2%	+17.8%	new	new	−11.7%	$5.4B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M
3	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	+0.5%	+14.2%	+17.8%	new	new	−11.7%	$5.4B

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

Cards for this view

HTEC vs QLTY

HTEC

ROBO Global Healthcare Technology and Innovation

$9,907

QLTY

GMO US Quality

[…]

MeasureHTECQLTY

Fee0.80%0.50%

Cost on $10k a year$80$50

Yield0.76%0.65%

5 years, per year−0.2%[…]

3 years, per year+27.8%[…]

Worst drop · 1Y−16.3%−11.7%

Volatility · 1Y22.6%12.3%

3–1measures won
QLTY first

5.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: HTEC, QLTY, IWF

Today

37.0%most shared, QLTY and IWF

HTECQLTYIWF

HTEC—5.8%0.9%

QLTY5.8%—37.0%

IWF0.9%37.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

QLTY$65 − $50 = $15

HTEC$76 − $80 = −$4

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee