HTEC vs VUG

AHTEC

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IJR $13,254

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common1.0%HTEC and VUG

HTEC

VUG

ROBO Global Healthcare Technology and Innovation ETF · $110MVanguard Morningstar Growth ETF · $233B

+26.2%3 years · per year$20,092 · $18,569+22.9%

−0.5%5 years · per year$9,759 · $16,565+10.6%

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

0.76%12-mo yield$76 · $41 on $10k0.41%

−16.3%Worst dropSmaller wins−15.1%

23.3%VolatilityLower wins19.1%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · VUG

2.3%ISRG0.4%

1.9%VRTX0.4%

1.2%VEEV0.1%

1.1%ALNY0.1%

Held in common1.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
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 VUG

HTEC

ROBO Global Healthcare Technology and Innovation

$9,759

VUG

Vanguard Morningstar Growth

$16,565

MeasureHTECVUG

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.76%0.41%

5 years, per year−0.5%+10.6%

3 years, per year+26.2%+22.9%

Worst drop · 1Y−16.3%−15.1%

Volatility · 1Y23.3%19.1%

4–2measures won
VUG first

1.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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, VUG, IJR

Today

1.0%most shared, HTEC and VUG

HTECVUGIJR

HTEC—1.0%0.4%

VUG1.0%—0.0%

IJR0.4%0.0%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

HTEC$76 − $80 = −$4

KeptFee

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