Compare · 3 funds side by side · dividends reinvested

CIBR, SCHD and JEPI

CIBRFirst Trust×SCHDSchwab×JEPIJ.P. Morgan×
$5k$10k$15k$20kLow $6,930 · 2022CIBR$17,242SCHD$16,267JEPI$14,118Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,242CIBR · best of the three
02 / 04

CIBR, SCHD and JEPI, 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%$120B1.6
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1
First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.3
Rank among the three1st → 3rdFee, 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: CIBR 2015 · SCHD 2011 · JEPI 2020
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Head to Head

5Y
First Trust Nasdaq Cybersecurity ETF · $16.9B$17,242
CIBR
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

CIBRMeasureSCHD
+27.7%Year to dateJan 1 → Nov 6+31.4%
+21.1%1 yearTotal return+37.0%
+27.4%3 years · per year$10,000 became $20,663 · $17,266+20.0%
+11.5%5 years · per year$10,000 became $17,242 · $16,267+10.2%
0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%
0.43%Trailing 12-mo yield$43 · $300 a year on $10k3.00%
−20.6%Worst dropSmaller is better−6.9%
31.1%VolatilityLower is calmer11.7%
CIBRSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

CIBR vs SCHD: Top 5 Holdings

Today
CIBR
36.4%in top 5
in top 521.4%
CIBRStockSCHD
8.3%CRWDnot top 5
7.6%CSCOnot top 5
7.2%PANWnot top 5
6.9%AVGOnot top 5
6.3%FTNTnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
Held in common3.3%
End-of-day Nov 6, 2026 · share of each fund
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CIBR vs SCHD Returns, Every Period

5Y
First TrustCIBR
+11.5%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+27.7%+31.4%YTD+21.1%+37.0%1 year+27.4%+20.0%3 yrs · yr+11.5%+10.2%5 yrs · yr
CIBRSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Thematic vs Income: CIBR vs JEPI

YTD
First TrustCIBR
+27.7%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+27.7%+5.3%
+27.7%Year to date+5.3%
−20.6%Worst drop · 1Y−6.7%
31.1%Volatility · 1Y8.8%
0.4%Yield8.1%
$16.9BAssets$46.8B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: CIBR, SCHD, JEPI

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
CIBR0.58%$58
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: CIBR, SCHD, JEPI

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD3.00%$300
CIBR0.43%$43
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$300 − $6 = $294
CIBR$43 − $58 = −$15
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
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Overlap: CIBR, SCHD, JEPI

Today
8.2%most shared, SCHD and JEPI
CIBRSCHDJEPI
CIBR—3.3%6.5%
SCHD3.3%—8.2%
JEPI6.5%8.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%0%10%20%30%40%Volatility · 1 year → bumpierSCHD +37.0%CIBR +21.1%JEPI +8.2%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
CIBRWorst drop−20.6%31.1% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+5.3%+31.4%
+5.3%Year to date+31.4%
8.1%Yield3.0%
+8.2%Past year+37.0%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
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Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com