HTEC vs SPY

AHTEC

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · HTEC $10,334

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.7%HTEC and SPY

HTEC

SPY

ROBO Global Healthcare Technology and Innovation ETF · $112MState Street SPDR S&P 500 ETF · $798B

+29.2%3 years · per year$21,591 · $19,132+24.1%

+0.7%5 years · per year$10,334 · $18,060+12.6%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

0.74%12-mo yield$74 · $99 on $10k0.99%

−16.3%Worst dropSmaller wins−8.9%

22.8%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · SPY

2.1%TMO0.4%

1.6%ABT0.3%

2.2%ISRG0.2%

1.8%DHR0.2%

Held in common2.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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 SPY

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

SPY

SPDR S&P 500

$18,060

MeasureHTECSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield0.74%0.99%

5 years, per year+0.7%+12.6%

3 years, per year+29.2%+24.1%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y22.8%12.9%

5–1measures won
SPY first

2.7%

holdings shared

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

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

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

Overlap: HTEC, SPY

Today

2.7%most shared, HTEC and SPY

HTECSPY

HTEC—2.7%

SPY2.7%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

HTEC$74 − $80 = −$6

KeptFee

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