HTEC vs SCHD

AHTEC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · HTEC $10,334

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.9%HTEC and SCHD

HTEC

SCHD

ROBO Global Healthcare Technology and Innovation ETF · $112MSchwab U.S. Dividend Equity ETF · $121B

+29.2%3 years · per year$21,591 · $17,908+21.4%

+0.7%5 years · per year$10,334 · $16,881+11.0%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

0.74%12-mo yield$74 · $291 on $10k2.91%

−16.3%Worst dropSmaller wins−6.9%

22.8%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · SCHD

1.6%ABT3.9%

1.3%BMY3.0%

Held in common2.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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%	$112M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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%	$112M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTEC vs SCHD

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureHTECSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.74%2.91%

5 years, per year+0.7%+11.0%

3 years, per year+29.2%+21.4%

Worst drop · 1Y−16.3%−6.9%

Volatility · 1Y22.8%11.5%

5–1measures won
SCHD first

2.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HTEC, SCHD

Today

2.9%most shared, HTEC and SCHD

HTECSCHD

HTEC—2.9%

SCHD2.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

HTEC$74 − $80 = −$6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee