Compare · 4 funds side by side · dividends reinvested

IPAV, CIBR, SCHD and DRAM

IPAVGlobal X×CIBRFirst Trust×SCHDSchwab×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,026CIBR · best of the four

02 / 04

IPAV, CIBR, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+33.4%+28.0%+28.8%+12.5%−20.6%31.4%$15.8B2.1

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.59%+2.5%+7.9%[…][…]−17.2%19.5%$6M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B4.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: IPAV 2024 · CIBR 2015 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IPAVMeasureSCHD

+2.5%Year to dateJan 1 → Nov 9+33.1%

+7.9%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,118+19.6%

[…]5 years · per year$10,000 became […] · $16,454+10.5%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

1.59%Trailing 12-mo yield$159 · $296 a year on $10k2.96%

−17.2%Worst dropSmaller is better−6.9%

19.5%VolatilityLower is calmer11.8%

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

0–6SCHD wins

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

More Ways to See the Pairs

IPAV vs SCHD: Top 5 Holdings

Today

IPAV

17.5%in top 5

SCHD

in top 521.4%

IPAVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%CNR.TOnot top 5

3.7%CP.TOnot top 5

3.5%LT.NSnot top 5

3.3%HEI.DEnot top 5

3.3%HOLN.SWnot top 5

Held in common0.0%

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

IPAV vs SCHD Returns, Every Period

Global XIPAV

+7.9%

past year

SCHDSchwab

+39.1%

past year

IPAVSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: IPAV vs SCHD

YTD

Global XIPAV

+2.5%

SCHDSchwab

+33.1%

+2.5%Year to date+33.1%

−17.2%Worst drop · 1Y−6.9%

19.5%Volatility · 1Y11.8%

1.6%Yield3.0%

$5.9MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IPAV, CIBR, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IPAV0.55%$55

CIBR0.58%$58

DRAM0.65%$65

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

Yields: IPAV, CIBR, SCHD, DRAM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IPAV1.59%$159

CIBR0.41%$41

DRAM0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IPAV$159 − $55 = $104

CIBR$41 − $58 = −$17

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: IPAV, CIBR, SCHD, DRAM

Today

3.3%most shared, CIBR and SCHD

IPAVCIBRSCHDDRAM

IPAV—0.0%0.0%0.0%

CIBR0.0%—3.3%0.0%

SCHD0.0%3.3%—0.0%

DRAM0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IPAVWorst drop−17.2%19.5% vol

CIBRWorst drop−20.6%31.4% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDCIBR

+33.1%Year to date+33.4%

3.0%Yield0.4%

+39.1%Past year+28.0%

0.06%Fee0.58%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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