Compare · 3 funds side by side · dividends reinvested

IDEF, CIBR and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,926CIBR · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

IDEF, CIBR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+35.3%+26.2%+28.6%+12.4%−20.6%31.3%$16.3B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−4.4%−5.0%[…][…]−23.7%24.5%$3.7B2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: IDEF 2025 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Nasdaq Cybersecurity ETF · $16.3B$17,926

CIBR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

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

CIBR

More Ways to See the Pairs

CIBR vs SCHD: Top 5 Holdings

Today

CIBR

37.1%in top 5

SCHD

in top 521.7%

CIBRStockSCHD

8.2%CRWDnot top 5

7.7%AVGOnot top 5

7.6%CSCOnot top 5

7.3%PANWnot top 5

6.2%FTNTnot top 5

Cost, Income and Risk

Fees: IDEF, CIBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IDEF0.55%$55

CIBR0.58%$58

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+35.3%Year to dateJan 1 → Nov 12+34.2%

+26.2%1 yearTotal return+36.8%

+28.6%3 years · per year$10,000 became $21,280 · $17,257+19.9%

+12.4%5 years · per year$10,000 became $17,926 · $16,429+10.4%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $293 a year on $10k2.93%

−20.6%Worst dropSmaller is better−6.9%

31.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common3.0%

End-of-day Nov 12, 2026 · share of each fund

CIBR vs SCHD Returns, Every Period

5Y

First TrustCIBR

+12.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CIBRSCHDFaded: behind in that period

3–1CIBR wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CIBR vs SCHD

YTD

First TrustCIBR

+35.3%

SCHDSchwab

+34.2%

+35.3%Year to date+34.2%

−20.6%Worst drop · 1Y−6.9%

31.3%Volatility · 1Y11.7%

0.4%Yield2.9%

$16.3BAssets$123B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: IDEF, CIBR, SCHD

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

CIBR0.41%$41

IDEF0.36%$36

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

CIBR$41 − $58 = −$17

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IDEF, CIBR, SCHD

Today

9.7%most shared, IDEF and CIBR

IDEFCIBRSCHD

IDEF—9.7%2.9%

CIBR9.7%—3.0%

SCHD2.9%3.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IDEFWorst drop−23.7%24.5% vol

CIBRWorst drop−20.6%31.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+34.2%Year to date+35.3%

2.9%Yield0.4%

+36.8%Past year+26.2%

0.06%Fee0.58%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IDEF, CIBR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IDEF, CIBR, SCHD