Compare · 4 funds side by side · dividends reinvested

IDEF, CIBR, SCHD and SMH

IDEFiShares×CIBRFirst Trust×SCHDSchwab×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IDEF, CIBR, SCHD and SMH, 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%$122B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.6

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.4%−3.2%[…][…]−23.7%24.5%$3.6B3.2

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: IDEF 2025 · CIBR 2015 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,956

CIBR

IDEF

iShares Defense Industrials Act · $3.6B[…]

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

CIBRMeasureIDEF

+32.8%Year to dateJan 1 → Nov 9−3.4%

+27.5%1 yearTotal return−3.2%

+28.7%3 years · per year$10,000 became $21,296 · […][…]

+12.4%5 years · per year$10,000 became $17,956 · […][…]

0.58%Expense ratio$58 · $55 a year on $10k · lower is better0.55%

0.42%Trailing 12-mo yield$42 · $36 a year on $10k0.36%

−20.6%Worst dropSmaller is better−23.7%

31.3%VolatilityLower is calmer24.5%

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

4–2CIBR wins

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

More Ways to See the Pairs

CIBR vs IDEF: Top 5 Holdings

Today

CIBR

36.0%in top 5

IDEF

in top 524.8%

CIBRStockIDEF

8.3%CRWDnot top 5

7.5%CSCOnot top 5

not top 5RTX7.4%

7.2%PANWnot top 5

7.0%AVGOnot top 5

6.1%FTNTnot top 5

not top 5LMT5.2%

not top 5GD4.4%

not top 5NOC4.0%

not top 5HO.PA3.8%

Held in common9.8%

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

CIBR vs IDEF Returns, Every Period

First TrustCIBR

+27.5%

past year

IDEFiShares

−3.2%

past year

CIBRIDEFFaded: behind in that period

2–0CIBR wins

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

Thematic vs Income: CIBR vs SCHD

YTD

First TrustCIBR

+32.8%

SCHDSchwab

+33.2%

+32.8%Year to date+33.2%

−20.6%Worst drop · 1Y−6.9%

31.3%Volatility · 1Y11.8%

0.4%Yield3.0%

$15.8BAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IDEF, CIBR, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

IDEF0.55%$55

CIBR0.58%$58

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

Yields: IDEF, CIBR, SCHD, SMH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CIBR0.42%$42

IDEF0.36%$36

SMH0.23%$23

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: IDEF, CIBR, SCHD, SMH

Today

9.8%most shared, IDEF and CIBR

IDEFCIBRSCHDSMH

IDEF—9.8%2.8%1.0%

CIBR9.8%—3.3%5.7%

SCHD2.8%3.3%—8.2%

SMH1.0%5.7%8.2%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.5% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX 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