Compare · 3 funds side by side · dividends reinvested

HOID, JEPI and CIBR

HOIDRareview×JEPIJ.P. Morgan×CIBRFirst Trust×

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

02 / 04

HOID, JEPI and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B1.5

Rareview Humanoid Robotics ETFThematic · AI & semis1.64%[…][…][…][…][…][…][…]$447K3.0

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: HOID 2026 · JEPI 2020 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Rareview Humanoid Robotics ETF · $447K[…]

HOID

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested

HOIDMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

1.64%Expense ratio$164 · $35 a year on $10k · lower is better0.35%

[…]Trailing 12-mo yield[…] · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–1JEPI wins

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

More Ways to See the Pairs

HOID vs JEPI: Top 5 Holdings

Today

HOID

[…]in top 5

JEPI

in top 59.9%

HOIDStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

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

HOID vs JEPI Returns, Every Period

RareviewHOID

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

HOIDJEPIFaded: behind in that period

0–0Level

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

Thematic vs Income: HOID vs JEPI

YTD

RareviewHOID

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

[…]Yield8.1%

$447KAssets$45.2B

0–0level

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

Cost, Income and Risk

Fees: HOID, JEPI, CIBR

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CIBR0.58%$58

HOID1.64%$164

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

Yields: HOID, JEPI, CIBR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CIBR0.43%$43

HOID[…][…]

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CIBR$43 − $58 = −$15

HOID[…] − $164 = […]

KeptFee

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

Overlap: HOID, JEPI, CIBR

Today

6.5%most shared, JEPI and CIBR

HOIDJEPICIBR

HOID—[…][…]

JEPI[…]—6.5%

CIBR[…]6.5%—

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

Return vs Bumpiness: 3 ETFs

+21.1%CIBR, at 31.1% volatility

JEPIWorst drop−6.7%8.8% vol

CIBRWorst drop−20.6%31.1% vol

HOIDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICIBR

+5.3%Year to date+27.7%

8.1%Yield0.4%

+8.2%Past year+21.1%

0.35%Fee0.58%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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