HTEC vs SPYM

AHTEC

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common2.7%HTEC and SPYM

HTEC

SPYM

ROBO Global Healthcare Technology and Innovation ETF · $113MState Street SPDR Portfolio S&P 500 ETF · $182B

+29.2%3 years · per year$21,591 · $19,186+24.3%

+0.7%5 years · per year$10,334 · $18,126+12.6%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

0.74%12-mo yield$74 · $101 on $10k1.01%

−16.3%Worst dropSmaller wins−8.9%

22.8%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · SPYM

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	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

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	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

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 SPYM

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureHTECSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield0.74%1.01%

5 years, per year+0.7%+12.6%

3 years, per year+29.2%+24.3%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y22.8%12.8%

5–1measures won
SPYM 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: HTEC, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

HTECSPYMIVV

HTEC—2.7%2.7%

SPYM2.7%—99.8%

IVV2.7%99.8%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

HTEC$74 − $80 = −$6

KeptFee

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