HTEC vs VTV

AHTEC

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · HTEC $10,334

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common4.5%HTEC and VTV

HTEC

VTV

ROBO Global Healthcare Technology and Innovation ETF · $112MVanguard Morningstar Value ETF · $184B

+29.2%3 years · per year$21,591 · $18,551+22.9%

+0.7%5 years · per year$10,334 · $18,352+12.9%

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

0.74%12-mo yield$74 · $180 on $10k1.80%

−16.3%Worst dropSmaller wins−6.4%

22.8%VolatilityLower wins10.2%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · VTV

2.1%TMO0.9%

1.6%ABT0.6%

1.8%DHR0.5%

1.3%BMY0.5%

Held in common4.5%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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 VTV

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

VTV

Vanguard Morningstar Value

$18,352

MeasureHTECVTV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.74%1.80%

5 years, per year+0.7%+12.9%

3 years, per year+29.2%+22.9%

Worst drop · 1Y−16.3%−6.4%

Volatility · 1Y22.8%10.2%

5–1measures won
VTV first

4.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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, VTV

Today

4.5%most shared, HTEC and VTV

HTECVTV

HTEC—4.5%

VTV4.5%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

HTEC$74 − $80 = −$6

KeptFee

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