Compare · 4 funds side by side · dividends reinvested

SCHD, WCBR, SOXX and VIG

SCHDSchwab×WCBRWisdomTree×SOXXiShares×VIGVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$29,015SOXX · best of the four

02 / 04

SCHD, WCBR, SOXX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · WCBR 2021 · SOXX 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,454

SCHD

WCBR

WisdomTree Cybersecurity Fund · $197M$15,057

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

SCHDMeasureWCBR

+33.1%Year to dateJan 1 → Nov 9+56.2%

+39.1%1 yearTotal return+41.4%

+19.6%3 years · per year$10,000 became $17,118 · $22,308+30.7%

+10.5%5 years · per year$10,000 became $16,454 · $15,057+8.5%

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

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−29.1%

11.8%VolatilityLower is calmer41.6%

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

5–3SCHD wins

End-of-day Nov 9, 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 9, 2026 · share of each fund

SCHD vs WCBR Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

SCHDWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

−6.9%Worst drop · 1Y−7.9%

11.8%Volatility · 1Y11.0%

3.0%Yield1.5%

$120BAssets$109B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCBR, SOXX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SOXX0.33%$33

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, WCBR, SOXX, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

SOXX0.71%$71

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SOXX$71 − $33 = $38

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCBR, SOXX, VIG

Today

14.5%most shared, SCHD and VIG

SCHDWCBRSOXXVIG

SCHD—0.0%7.9%14.5%

WCBR0.0%—0.0%0.0%

SOXX7.9%0.0%—10.3%

VIG14.5%0.0%10.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

WCBRWorst drop−29.1%41.6% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCBR

+33.1%Year to date+56.2%

3.0%Yield0.0%

+39.1%Past year+41.4%

0.06%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026