Compare · 3 funds side by side · dividends reinvested

HTEC, SCHD and CIBR

HTECROBO Global×SCHDSchwab×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,492CIBR · best of the three

02 / 04

HTEC, SCHD and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$113M1.9

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HTEC 2019 · SCHD 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $113M$10,334

HTEC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

HTECMeasureSCHD

+33.3%Year to dateJan 1 → Nov 5+32.3%

+42.3%1 yearTotal return+38.7%

+29.2%3 years · per year$10,000 became $21,591 · $17,414+20.3%

+0.7%5 years · per year$10,000 became $10,334 · $16,375+10.4%

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

0.74%Trailing 12-mo yield$74 · $298 a year on $10k2.98%

−16.3%Worst dropSmaller is better−6.9%

22.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 5, 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

11.9%in top 5

SCHD

in top 521.7%

HTECStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.7%GRALnot top 5

2.4%MRNAnot top 5

2.4%ISRGnot top 5

2.3%CDNAnot top 5

2.1%NTRAnot top 5

Held in common2.9%

End-of-day Nov 5, 2026 · share of each fund

HTEC vs SCHD Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

HTECSCHDFaded: behind in that period

3–1HTEC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+33.3%

SCHDSchwab

+32.3%

+33.3%Year to date+32.3%

−16.3%Worst drop · 1Y−6.9%

22.8%Volatility · 1Y11.7%

0.7%Yield3.0%

$113MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, SCHD, CIBR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CIBR0.58%$58

HTEC0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HTEC, SCHD, CIBR

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

HTEC0.74%$74

CIBR0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

HTEC$74 − $80 = −$6

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HTEC, SCHD, CIBR

Today

3.1%most shared, SCHD and CIBR

HTECSCHDCIBR

HTEC—2.9%0.0%

SCHD2.9%—3.1%

CIBR0.0%3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%HTEC, at 22.8% volatility

SCHDWorst drop−6.9%11.7% vol

HTECWorst drop−16.3%22.8% vol

CIBRWorst drop−20.6%31.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHTEC

+32.3%Year to date+33.3%

3.0%Yield0.7%

+38.7%Past year+42.3%

0.06%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026