Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, CIBR and SCHD

JEPIJ.P. Morgan×WCBRWisdomTree×CIBRFirst Trust×SCHDSchwab×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,728WCBR · best of the four

02 / 04

JEPI, WCBR, CIBR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · WCBR 2021 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureWCBR

+31.4%Year to dateJan 1 → Nov 6+49.9%

+37.0%1 yearTotal return+37.3%

+20.0%3 years · per year$10,000 became $17,266 · $21,504+29.1%

+10.2%5 years · per year$10,000 became $16,267 · $14,306+7.4%

0.06%Expense ratio$6 · $45 a year on $10k · lower is better0.45%

3.00%Trailing 12-mo yield$300 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−29.1%

11.7%VolatilityLower is calmer41.5%

SCHDWCBR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs WCBR: Top 5 Holdings

Today

SCHD

21.4%in top 5

WCBR

in top 530.4%

SCHDStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs WCBR Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

SCHDWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs JEPI

YTD

SchwabSCHD

+31.4%

JEPIJ.P. Morgan

+5.3%

+31.4%Year to date+5.3%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y8.8%

3.0%Yield8.1%

$120BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCBR, CIBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

WCBR0.45%$45

CIBR0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, WCBR, CIBR, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

CIBR0.43%$43

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

CIBR$43 − $58 = −$15

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCBR, CIBR, SCHD

Today

46.0%most shared, WCBR and CIBR

JEPIWCBRCIBRSCHD

JEPI—0.3%6.5%8.2%

WCBR0.3%—46.0%0.0%

CIBR6.5%46.0%—3.3%

SCHD8.2%0.0%3.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

CIBRWorst drop−20.6%31.1% vol

WCBRWorst drop−29.1%41.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+5.3%Year to date+49.9%

8.1%Yield0.0%

+8.2%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026