Compare · 3 funds side by side · dividends reinvested

FDFF, CIBR and SCHD

FDFFFidelity×CIBRFirst Trust×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,242CIBR · best of the three

02 / 04

FDFF, 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%$120B1.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.3

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+2.9%+4.8%+15.8%[…]−18.1%19.7%$44M2.4

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: FDFF 2020 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

FDFFMeasureSCHD

+2.9%Year to dateJan 1 → Nov 6+31.4%

+4.8%1 yearTotal return+37.0%

+15.8%3 years · per year$10,000 became $15,517 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.96%Trailing 12-mo yield$96 · $300 a year on $10k3.00%

−18.1%Worst dropSmaller is better−6.9%

19.7%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

FDFF vs SCHD: Top 5 Holdings

Today

FDFF

26.5%in top 5

SCHD

in top 521.4%

FDFFStockSCHD

6.6%BLKnot top 5

5.3%COFnot top 5

5.0%Vnot top 5

5.0%MAnot top 5

4.7%FBK.MInot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.7%

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

FDFF vs SCHD Returns, Every Period

FidelityFDFF

+4.8%

past year

SCHDSchwab

+37.0%

past year

FDFFSCHDFaded: behind in that period

0–3SCHD wins

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

Thematic vs Income: FDFF vs SCHD

YTD

FidelityFDFF

+2.9%

SCHDSchwab

+31.4%

+2.9%Year to date+31.4%

−18.1%Worst drop · 1Y−6.9%

19.7%Volatility · 1Y11.7%

1.0%Yield3.0%

$44.2MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FDFF, CIBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDFF0.50%$50

CIBR0.58%$58

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

Yields: FDFF, CIBR, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FDFF0.96%$96

CIBR0.43%$43

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDFF$96 − $50 = $46

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: FDFF, CIBR, SCHD

Today

3.3%most shared, CIBR and SCHD

FDFFCIBRSCHD

FDFF—0.0%0.7%

CIBR0.0%—3.3%

SCHD0.7%3.3%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FDFFWorst drop−18.1%19.7% vol

CIBRWorst drop−20.6%31.1% vol

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

Paid More vs Made More

YTD

SCHDCIBR

+31.4%Year to date+27.7%

3.0%Yield0.4%

+37.0%Past year+21.1%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026