HTEC vs VO

AHTEC

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.0%HTEC and VO

HTEC

ROBO Global Healthcare Technology and Innovation ETF · $110MVanguard Morningstar Mid-Cap ETF · $103B

+26.2%3 years · per year$20,092 · $16,763+18.8%

−0.5%5 years · per year$9,759 · $13,867+6.8%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

0.76%12-mo yield$76 · $135 on $10k1.35%

−16.3%Worst dropSmaller wins−8.2%

23.3%VolatilityLower wins13.1%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · VO

1.9%EW0.5%

1.6%BDX0.5%

1.7%A0.5%

1.8%IQV0.4%

Held in common4.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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%	$110M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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%	$110M

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 VO

HTEC

ROBO Global Healthcare Technology and Innovation

$9,759

Vanguard Morningstar Mid-Cap

$13,867

MeasureHTECVO

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.76%1.35%

5 years, per year−0.5%+6.8%

3 years, per year+26.2%+18.8%

Worst drop · 1Y−16.3%−8.2%

Volatility · 1Y23.3%13.1%

5–1measures won
VO first

4.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HTEC, VO, VTV

Today

28.5%most shared, VO and VTV

HTECVOVTV

HTEC—4.0%4.5%

VO4.0%—28.5%

VTV4.5%28.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

HTEC$76 − $80 = −$4

KeptFee

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