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HTEC vs SPY

Comparison between ROBO GLOBAL(R) HEALTHCARE TECHNOLOGY AND INNOVATION ETF (HTEC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HTEC, delivering a return of +13.3% compared to -4.6%

HTEC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HTEC
$53M
Winner
SPY
$735B
Expense Ratio
HTEC
0.68%
Winner
SPY
0.09%
Max Drawdown
HTEC
57.55%
Winner
SPY
56.47%
Sharpe Ratio
HTEC
1.10
Winner
SPY
1.62
5Y Beta
Winner
HTEC
0.94
SPY
1.00
P/E Ratio
Winner
HTEC
-113.80
SPY
28.99
Forward P/E
Winner
HTEC
20.58
SPY
22.37
5Y Dividends CAGR
HTEC
N/A
SPY
5.43%
5Y EPS CAGR
HTEC
7.13%
Winner
SPY
26.05%
Debt to Equity
Winner
HTEC
0.54%
SPY
32.40%
P/S Ratio
Winner
HTEC
3.63
SPY
3.74
P/B Ratio
Winner
HTEC
3.41
SPY
5.61

HTEC vs SPY - Holdings Comparison

HTEC and SPY have 21 common holdings. Overlap is 2.09%

HTEC's top 25 holdings weight is 51.85%. SPY's top 25 holdings weight is 52.37%.

RankHTECSPY
#1
AXOGEN INC (AXGN) - 2.94%
NVIDIA CORP (NVDA) - 8.10%
#2
ARROWHEAD PHARMACEUTICALS INC (ARWR) - 2.67%
APPLE INC (AAPL) - 7.02%
#3
GUARDANT HEALTH INC (GH) - 2.67%
MICROSOFT CORP (MSFT) - 4.79%
#4
TWIST BIOSCIENCE CORP (TWST) - 2.52%
AMAZON.COM INC (AMZN) - 4.02%
#5
NOVOCURE LTD (NVCR) - 2.39%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
GRAIL INC (GRAL) - 2.34%
BROADCOM INC (AVGO) - 3.10%
#7
LIVANOVA PLC (LIVN) - 2.25%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ILLUMINA INC (ILMN) - 2.17%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
VERACYTE INC (VCYT) - 2.15%
TESLA INC (TSLA) - 1.89%
#10
NATERA INC (NTRA) - 2.06%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NOVANTA INC (NOVT) - 2.04%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 2.01%
ELI LILLY AND CO (LLY) - 1.31%
#13
VERTEX PHARMACEUTICALS INC (VRTX) - 1.94%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
EDWARDS LIFESCIENCES CORP (EW) - 1.88%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.87%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TECAN GROUP AG (n/a) - 1.86%
INTEL CORP (INTC) - 0.90%
#17
CAREDX INC (CDNA) - 1.86%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PENUMBRA INC (PEN) - 1.81%
VISA INC CLASS A (V) - 0.85%
#19
INTUITIVE SURGICAL INC (ISRG) - 1.81%
WALMART INC (WMT) - 0.81%
#20
THERMO FISHER SCIENTIFIC INC (TMO) - 1.81%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
LONZA GROUP LTD (n/a) - 1.78%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
UNITED THERAPEUTICS CORP (UTHR) - 1.77%
CATERPILLAR INC (CAT) - 0.66%
#23
INCYTE CORP (INCY) - 1.77%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
STRYKER CORP (SYK) - 1.74%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.74%
ABBVIE INC (ABBV) - 0.58%
Total Holdings62505

HTEC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HTEC
+3.83%
SPY
+1.90%
3M
HTEC
+0.57%
Winner
SPY
+8.55%
6M
HTEC
-2.25%
Winner
SPY
+8.18%
1Y
Winner
HTEC
+28.12%
SPY
+25.79%
5Y(CAGR)
HTEC
-4.63%
Winner
SPY
+13.32%
10Y(CAGR)
HTEC
N/A
SPY
+15.19%
Max(CAGR)
HTEC
+5.47%
Winner
SPY
+8.47%

HTEC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTECSPY
2026-1.94%+8.26%
2025+23.85%+18.00%
2024+3.04%+25.59%
2023-2.50%+26.72%
2022-34.11%-18.64%
2021-0.08%+30.52%
2020+64.61%+17.28%
2019+9.34%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HTEC vs SPY Drawdown Comparison

The maximum drawdown for HTEC was -57.53%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HTEC drawdown is -32.38%. The current SPY drawdown is -2.90%.

RankHTECSPY
#1-57.53%
Feb 12, 2021 - Oct 30, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.99%
Feb 19, 2020 - May 11, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.08%
Jul 30, 2019 - Nov 22, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.20%
Sep 2, 2020 - Oct 1, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.62%
Oct 12, 2020 - Nov 5, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.30%
Jun 3, 2020 - Jun 19, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.70%
Jan 22, 2020 - Feb 11, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.18%
Jun 23, 2020 - Jul 2, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.88%
Aug 5, 2020 - Sep 2, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.79%
May 11, 2020 - May 18, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.70%
Jul 20, 2020 - Jul 29, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.47%
Jan 25, 2021 - Feb 2, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.09%
Jul 9, 2020 - Jul 15, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.01%
Dec 24, 2019 - Jan 9, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.91%
Jul 3, 2019 - Jul 24, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HTEC and SPY is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

0.06
-101

Dividend Comparison (1999 - 2026)

HTEC vs SPY dividend yield comparison.

YearHTECSPY
20260.00%0.24%
20250.98%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.05%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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