HTEC vs VUG

AHTEC

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · HTEC $10,334

Lowest cost0.03%VUG · $3 on $10k

Most income0.74%HTEC · $74 on $10k

Smallest drop−16.1%VUG · worst fall in 1Y

Held in common1.0%HTEC and VUG

HTEC

VUG

ROBO Global Healthcare Technology and Innovation ETF · $113MVanguard Morningstar Growth ETF · $233B

+29.2%3 years · per year$21,591 · $19,712+25.4%

+0.7%5 years · per year$10,334 · $17,153+11.4%

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

0.74%12-mo yield$74 · $40 on $10k0.40%

−16.3%Worst dropSmaller wins−16.1%

22.8%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · VUG

2.4%ISRG0.4%

1.8%VRTX0.4%

1.2%VEEV0.1%

1.1%ALNY0.1%

Held in common1.0%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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%	$113M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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%	$113M

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

Cards for this view

HTEC vs VUG

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

VUG

Vanguard Morningstar Growth

$17,153

MeasureHTECVUG

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.74%0.40%

5 years, per year+0.7%+11.4%

3 years, per year+29.2%+25.4%

Worst drop · 1Y−16.3%−16.1%

Volatility · 1Y22.8%18.2%

4–2measures won
VUG first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 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 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: HTEC, VUG

Today

1.0%most shared, HTEC and VUG

HTECVUG

HTEC—1.0%

VUG1.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

HTEC$74 − $80 = −$6

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee