HTEC vs VYM

AHTEC

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.5%HTEC and VYM

HTEC

VYM

ROBO Global Healthcare Technology and Innovation ETF · $113MVanguard High Dividend Yield ETF · $78.9B

+29.2%3 years · per year$21,591 · $17,266+20.0%

+0.7%5 years · per year$10,334 · $17,002+11.2%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

0.74%12-mo yield$74 · $230 on $10k2.30%

−16.3%Worst dropSmaller wins−6.7%

22.8%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · VYM

1.7%ABT0.7%

1.3%BMY0.5%

1.5%BDX0.2%

Held in common1.5%

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 Three

5Y3 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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	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 Three

5Y3 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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	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 VYM

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

VYM

Vanguard High Dividend Yield

$17,002

MeasureHTECVYM

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield0.74%2.30%

5 years, per year+0.7%+11.2%

3 years, per year+29.2%+20.0%

Worst drop · 1Y−16.3%−6.7%

Volatility · 1Y22.8%10.6%

5–1measures won
VYM first

1.5%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HTEC, VYM, SMH

Today

9.0%most shared, VYM and SMH

HTECVYMSMH

HTEC—1.5%0.0%

VYM1.5%—9.0%

SMH0.0%9.0%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

HTEC$74 − $80 = −$6

SMH$25 − $35 = −$10

KeptFee

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