HTEC vs VUG

AHTEC

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.74%HTEC · $74 on $10k

Smallest drop−14.6%IWF · 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 · $18,532+22.8%

+0.7%5 years · per year$10,334 · $16,052+9.9%

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

0.74%12-mo yield$74 · $43 on $10k0.43%

−16.3%Worst dropSmaller wins−15.1%

22.8%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsAll four, one 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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
4	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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
4	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

$16,052

MeasureHTECVUG

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.74%0.43%

5 years, per year+0.7%+9.9%

3 years, per year+29.2%+22.8%

Worst drop · 1Y−16.3%−15.1%

Volatility · 1Y22.8%19.0%

4–2measures won
VUG first

1.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: HTEC, VUG, SMH, IWF

Today

78.0%most shared, VUG and IWF

HTECVUGSMHIWF

HTEC—1.0%0.0%0.9%

VUG1.0%—26.9%78.0%

SMH0.0%26.9%—29.2%

IWF0.9%78.0%29.2%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

HTEC$74 − $80 = −$6

SMH$25 − $35 = −$10

KeptFee

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