Compare · 4 funds side by side · dividends reinvested

HTEC, SCHD, CIBR and VYM

HTECROBO Global×SCHDSchwab×CIBRFirst Trust×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,956CIBR · best of the four

02 / 04

HTEC, SCHD, CIBR and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.1

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.8

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$110M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: HTEC 2019 · SCHD 2011 · CIBR 2015 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,759

HTEC

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

HTECMeasureSCHD

+29.5%Year to dateJan 1 → Nov 9+33.2%

+40.9%1 yearTotal return+39.1%

+26.2%3 years · per year$10,000 became $20,092 · $17,123+19.6%

−0.5%5 years · per year$10,000 became $9,759 · $16,459+10.5%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.76%Trailing 12-mo yield$76 · $296 a year on $10k2.96%

−16.3%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs SCHD: Top 5 Holdings

Today

HTEC

11.7%in top 5

SCHD

in top 521.4%

HTECStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.5%MRNAnot top 5

2.4%GRALnot top 5

2.3%ISRGnot top 5

2.2%CDNAnot top 5

2.2%TEMnot top 5

Held in common3.0%

End-of-day Nov 9, 2026 · share of each fund

HTEC vs SCHD Returns, Every Period

ROBO GlobalHTEC

−0.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

HTECSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+29.5%

SCHDSchwab

+33.2%

+29.5%Year to date+33.2%

−16.3%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.8%

0.8%Yield3.0%

$110MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, SCHD, CIBR, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CIBR0.58%$58

HTEC0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HTEC, SCHD, CIBR, VYM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VYM2.26%$226

HTEC0.76%$76

CIBR0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

HTEC$76 − $80 = −$4

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HTEC, SCHD, CIBR, VYM

Today

21.9%most shared, SCHD and VYM

HTECSCHDCIBRVYM

HTEC—3.0%0.0%1.5%

SCHD3.0%—3.3%21.9%

CIBR0.0%3.3%—10.4%

VYM1.5%21.9%10.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+40.9%HTEC, at 23.3% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

HTECWorst drop−16.3%23.3% vol

CIBRWorst drop−20.6%31.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+33.2%Year to date+32.8%

3.0%Yield0.4%

+39.1%Past year+27.5%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026