Compare · 3 funds side by side · dividends reinvested

CIBR, SURI and SOXX

CIBRFirst Trust×SURISimplify×SOXXiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

CIBR, SURI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.1

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$69M2.1

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 · SURI 2023 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Cybersecurity ETF · $16.9B$17,242

CIBR

SURI

Simplify Propel Opportunities ETF · $69M[…]

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

CIBRMeasureSURI

+27.7%Year to dateJan 1 → Nov 6+8.0%

+21.1%1 yearTotal return+16.6%

+27.4%3 years · per year$10,000 became $20,663 · $13,773+11.3%

+11.5%5 years · per year$10,000 became $17,242 · […][…]

0.58%Expense ratio$58 · $284 a year on $10k · lower is better2.84%

0.43%Trailing 12-mo yield$43 · $1,701 a year on $10k17.01%

−20.6%Worst dropSmaller is better−19.2%

31.1%VolatilityLower is calmer20.9%

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

4–3CIBR wins

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

More Ways to See the Pairs

CIBR vs SURI: Top 5 Holdings

Today

CIBR

36.4%in top 5

SURI

in top 567.6%

CIBRStockSURI

not top 5PAGP47.4%

not top 5ACHV9.0%

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 5DCTH4.6%

not top 5MIST3.6%

not top 5COLL3.1%

Held in common0.0%

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

CIBR vs SURI Returns, Every Period

First TrustCIBR

+21.1%

past year

SURISimplify

+16.6%

past year

CIBRSURIFaded: behind in that period

3–0CIBR wins

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

Thematic vs Unsorted: CIBR vs SURI

YTD

First TrustCIBR

+27.7%

SURISimplify

+8.0%

+27.7%Year to date+8.0%

−20.6%Worst drop · 1Y−19.2%

31.1%Volatility · 1Y20.9%

0.4%Yield17.0%

$16.9BAssets$69.0M

3–1SURI wins

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

Cost, Income and Risk

Fees: CIBR, SURI, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

CIBR0.58%$58

SURI2.84%$284

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

Yields: CIBR, SURI, SOXX

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

SOXX0.76%$76

CIBR0.43%$43

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

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

SOXX$76 − $33 = $43

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: CIBR, SURI, SOXX

Today

6.9%most shared, CIBR and SOXX

CIBRSURISOXX

CIBR—0.0%6.9%

SURI0.0%—0.0%

SOXX6.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

SURIWorst drop−19.2%20.9% vol

CIBRWorst drop−20.6%31.1% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SURISOXX

+8.0%Year to date+36.2%

17.0%Yield0.8%

+16.6%Past year+34.5%

2.84%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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