Compare · 4 funds side by side · dividends reinvested

HTEC, VIG, CIBR and SCHD

HTECROBO Global×VIGVanguard×CIBRFirst Trust×SCHDSchwab×

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

02 / 04

HTEC, VIG, 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%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.8

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$116M3.0

Rank among the four1st → 4thFee, 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: HTEC 2019 · VIG 2006 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $116M$9,675

HTEC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

HTECMeasureVIG

+26.6%Year to dateJan 1 → Nov 6+12.1%

+35.2%1 yearTotal return+14.3%

+25.8%3 years · per year$10,000 became $19,920 · $16,669+18.6%

−0.7%5 years · per year$10,000 became $9,675 · $16,243+10.2%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

0.77%Trailing 12-mo yield$77 · $150 a year on $10k1.50%

−16.3%Worst dropSmaller is better−7.9%

23.3%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

HTEC vs VIG: Top 5 Holdings

Today

HTEC

11.4%in top 5

VIG

in top 522.1%

HTECStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.4%ISRGnot top 5

2.4%GRALnot top 5

2.3%MRNAnot top 5

2.2%CDNAnot top 5

2.1%SYKnot top 5

Held in common2.2%

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

HTEC vs VIG Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

HTECVIGFaded: behind in that period

3–1HTEC wins

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

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+26.6%

SCHDSchwab

+31.4%

+26.6%Year to date+31.4%

−16.3%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.7%

0.8%Yield3.0%

$116MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HTEC, VIG, CIBR, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CIBR0.58%$58

HTEC0.80%$80

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

Yields: HTEC, VIG, CIBR, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

HTEC0.77%$77

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

VIG$150 − $4 = $146

HTEC$77 − $80 = −$3

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: HTEC, VIG, CIBR, SCHD

Today

14.5%most shared, VIG and SCHD

HTECVIGCIBRSCHD

HTEC—2.2%0.0%3.0%

VIG2.2%—10.0%14.5%

CIBR0.0%10.0%—3.3%

SCHD3.0%14.5%3.3%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

HTECWorst drop−16.3%23.3% 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 Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026