ILDR vs HTEC

AILDR

BHTEC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$39,579SMH · CIBR $18,664

Lowest cost0.35%SMH · $35 on $10k

Most income0.76%HTEC · $76 on $10k

Smallest drop−16.3%HTEC · worst fall in 1Y

Held in common0.4%ILDR and HTEC

ILDR

HTEC

First Trust Innovation Leaders ETF · $328MROBO Global Healthcare Technology and Innovation ETF · $112M

+30.8%3 years · per year$22,403 · $20,882+27.8%

+9.8%5 years · per year$15,994 · $9,907−0.2%

0.75%Expense ratio$75 · $80 on $10k · lower wins0.80%

0.00%12-mo yield$0 · $76 on $10k0.76%

−17.5%Worst dropSmaller wins−16.3%

25.8%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsILDR · HTEC

0.4%ALNY1.1%

Held in common0.4%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M
4	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M
4	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M

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

Cards for this view

ILDR vs HTEC

ILDR

First Trust Innovation Leaders

$15,994

HTEC

ROBO Global Healthcare Technology and Innovation

$9,907

MeasureILDRHTEC

Fee0.75%0.80%

Cost on $10k a year$75$80

Yield0.00%0.76%

5 years, per year+9.8%−0.2%

3 years, per year+30.8%+27.8%

Worst drop · 1Y−17.5%−16.3%

Volatility · 1Y25.8%22.6%

3–3measures won
level

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ILDR, HTEC, CIBR, SMH

Today

24.7%most shared, ILDR and SMH

ILDRHTECCIBRSMH

ILDR—0.4%13.7%24.7%

HTEC0.4%—0.0%0.0%

CIBR13.7%0.0%—5.7%

SMH24.7%0.0%5.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$4most kept, HTEC

HTEC$76 − $80 = −$4

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee