Compare · 3 funds side by side · dividends reinvested

IVES, SCHD and CIBR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,875CIBR · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

IVES, SCHD and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+26.2%+28.1%+12.3%−20.6%31.3%$15.8B1.9

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.37%+11.4%+7.1%[…][…]−21.5%31.1%$767M2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVES 2025 · SCHD 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dan Ives Wedbush AI Revolution ETF · $767M[…]

IVES

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

IVES

More Ways to See the Pairs

IVES vs SCHD: Top 5 Holdings

Today

IVES

26.9%in top 5

SCHD

in top 521.4%

IVESStockSCHD

5.7%MSFTnot top 5

5.6%AAPLnot top 5

5.6%AMZNnot top 5

5.3%TSLAnot top 5

4.7%METAnot top 5

Cost, Income and Risk

Fees: IVES, SCHD, CIBR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CIBR0.58%$58

IVES0.75%$75

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+11.4%Year to dateJan 1 → Nov 10+33.8%

+7.1%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.37%Trailing 12-mo yield$37 · $294 a year on $10k2.94%

−21.5%Worst dropSmaller is better−6.9%

31.1%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IVES vs SCHD Returns, Every Period

1Y

WedbushIVES

+7.1%

past year

SCHDSchwab

+38.8%

past year

IVESSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IVES vs SCHD

YTD

WedbushIVES

+11.4%

SCHDSchwab

+33.8%

+11.4%Year to date+33.8%

−21.5%Worst drop · 1Y−6.9%

31.1%Volatility · 1Y11.8%

0.4%Yield2.9%

$767MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IVES, SCHD, CIBR

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CIBR0.42%$42

IVES0.37%$37

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CIBR$42 − $58 = −$16

IVES$37 − $75 = −$38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVES, SCHD, CIBR

Today

21.1%most shared, IVES and CIBR

IVESSCHDCIBR

IVES—0.0%21.1%

SCHD0.0%—3.1%

CIBR21.1%3.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IVESWorst drop−21.5%31.1% vol

CIBRWorst drop−20.6%31.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+33.8%Year to date+32.8%

2.9%Yield0.4%

+38.8%Past year+26.2%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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IVES, SCHD and CIBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IVES, SCHD, CIBR