Compare · 3 funds side by side · dividends reinvested

CHAT, CIBR and SCHD

CHATRoundhill×CIBRFirst Trust×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,875CIBR · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

CHAT, CIBR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+26.2%+28.1%+12.3%−20.6%31.3%$16.4B2.0

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.38%+19.6%+16.1%+37.9%[…]−37.3%44.3%$1.5B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CHAT 2023 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Roundhill Generative AI & Technology ETF · $1.5B[…]

CHAT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

CHAT

More Ways to See the Pairs

CHAT vs SCHD: Top 5 Holdings

Today

CHAT

30.3%in top 5

SCHD

in top 521.4%

CHATStockSCHD

7.3%NVDAnot top 5

6.5%GOOGLnot top 5

6.1%MSFTnot top 5

5.6%AMZNnot top 5

4.8%METAnot top 5

Cost, Income and Risk

Fees: CHAT, CIBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CIBR0.58%$58

CHAT0.75%$75

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+19.6%Year to dateJan 1 → Nov 10+33.8%

+16.1%1 yearTotal return+38.8%

+37.9%3 years · per year$10,000 became $26,225 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

2.38%Trailing 12-mo yield$238 · $294 a year on $10k2.94%

−37.3%Worst dropSmaller is better−6.9%

44.3%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CHAT vs SCHD Returns, Every Period

1Y

RoundhillCHAT

+16.1%

past year

SCHDSchwab

+38.8%

past year

CHATSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CHAT vs SCHD

YTD

RoundhillCHAT

+19.6%

SCHDSchwab

+33.8%

+19.6%Year to date+33.8%

−37.3%Worst drop · 1Y−6.9%

44.3%Volatility · 1Y11.8%

2.4%Yield2.9%

$1.5BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CHAT, CIBR, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CHAT2.38%$238

CIBR0.42%$42

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CHAT$238 − $75 = $163

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CHAT, CIBR, SCHD

Today

19.1%most shared, CHAT and CIBR

CHATCIBRSCHD

CHAT—19.1%0.0%

CIBR19.1%—3.1%

SCHD0.0%3.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CIBRWorst drop−20.6%31.3% vol

CHATWorst drop−37.3%44.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+33.8%Year to date+32.8%

2.9%Yield0.4%

+38.8%Past year+26.2%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CHAT, CIBR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CHAT, CIBR, SCHD