HTEC vs SOXX

AHTEC

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income0.76%HTEC · $76 on $10k

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

Held in common0.0%HTEC and SOXX

HTEC

SOXX

ROBO Global Healthcare Technology and Innovation ETF · $111MiShares Semiconductor ETF · $39.1B

+26.2%3 years · per year$20,092 · $29,015+42.6%

−0.5%5 years · per year$9,759 · $28,442+23.3%

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

0.76%12-mo yield$76 · $71 on $10k0.71%

−16.3%Worst dropSmaller wins−39.5%

23.3%VolatilityLower wins49.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · SOXX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$111M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$111M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTEC vs SOXX

HTEC

ROBO Global Healthcare Technology and Innovation

$9,759

SOXX

iShares Semiconductor

$28,442

MeasureHTECSOXX

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield0.76%0.71%

5 years, per year−0.5%+23.3%

3 years, per year+26.2%+42.6%

Worst drop · 1Y−16.3%−39.5%

Volatility · 1Y23.3%49.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: HTEC, SOXX, IWF

Today

22.0%most shared, SOXX and IWF

HTECSOXXIWF

HTEC—0.0%0.9%

SOXX0.0%—22.0%

IWF0.9%22.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

IWF$38 − $18 = $20

HTEC$76 − $80 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee