HTEC vs SCHD

AHTEC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HTEC $10,334

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 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 · $113MSchwab U.S. Dividend Equity ETF · $123B

+29.2%3 years · per year$21,591 · $17,414+20.3%

+0.7%5 years · per year$10,334 · $16,375+10.4%

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

0.74%12-mo yield$74 · $298 on $10k2.98%

−16.3%Worst dropSmaller wins−6.9%

22.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · SCHD

1.7%ABT4.0%

1.3%BMY3.1%

Held in common2.9%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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 SCHD

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureHTECSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.74%2.98%

5 years, per year+0.7%+10.4%

3 years, per year+29.2%+20.3%

Worst drop · 1Y−16.3%−6.9%

Volatility · 1Y22.8%11.7%

5–1measures won
SCHD first

2.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HTEC, SCHD, DRAM

Today

2.9%most shared, HTEC and SCHD

HTECSCHDDRAM

HTEC—2.9%0.0%

SCHD2.9%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

HTEC$74 − $80 = −$6

DRAM$0 − $65 = −$65

KeptFee

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