Compare · 3 funds side by side · dividends reinvested

JEPI, CIBR and SCHD

JEPIJ.P. Morgan×CIBRFirst Trust×SCHDSchwab×
$5k$10k$15k$20kLow $6,930 · 2022CIBR$17,242SCHD$16,267JEPI$14,118Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,242CIBR · best of the three
02 / 04

JEPI, 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
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1
First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.3
Rank among the three1st → 3rdFee, 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: JEPI 2020 · CIBR 2015 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
JPMorgan Equity Premium Income ETF · $46.8B$14,118
JEPI
CIBR
First Trust Nasdaq Cybersecurity ETF · $16.9B$17,242

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

JEPIMeasureCIBR
+5.3%Year to dateJan 1 → Nov 6+27.7%
+8.2%1 yearTotal return+21.1%
+10.7%3 years · per year$10,000 became $13,562 · $20,663+27.4%
+7.1%5 years · per year$10,000 became $14,118 · $17,242+11.5%
0.35%Expense ratio$35 · $58 a year on $10k · lower is better0.58%
8.09%Trailing 12-mo yield$809 · $43 a year on $10k0.43%
−6.7%Worst dropSmaller is better−20.6%
8.8%VolatilityLower is calmer31.1%
JEPICIBR Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

JEPI vs CIBR: Top 5 Holdings

Today
JEPI
9.9%in top 5
CIBR
in top 536.4%
JEPIStockCIBR
not top 5CRWD8.3%
not top 5CSCO7.6%
not top 5PANW7.2%
not top 5AVGO6.9%
not top 5FTNT6.3%
2.1%MAnot top 5
2.0%MSFTnot top 5
2.0%AAPLnot top 5
1.9%MMMnot top 5
1.9%NEEnot top 5
Held in common6.5%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JEPI vs CIBR Returns, Every Period

5Y
J.P. MorganJEPI
+7.1%
5 years, per year
CIBRFirst Trust
+11.5%
5 years, per year
0%+10%+20%+30%+5.3%+27.7%YTD+8.2%+21.1%1 year+10.7%+27.4%3 yrs · yr+7.1%+11.5%5 yrs · yr
JEPICIBRFaded: behind in that period
0–4CIBR wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JEPI vs SCHD

YTD
J.P. MorganJEPI
+5.3%
SCHDSchwab
+31.4%
Jan 1Nov 6+5.3%+31.4%
+5.3%Year to date+31.4%
−6.7%Worst drop · 1Y−6.9%
8.8%Volatility · 1Y11.7%
8.1%Yield3.0%
$46.8BAssets$120B
3–1JEPI wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JEPI, CIBR, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
CIBR0.58%$58
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JEPI, CIBR, SCHD

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD3.00%$300
CIBR0.43%$43
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$300 − $6 = $294
CIBR$43 − $58 = −$15
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JEPI, CIBR, SCHD

Today
8.2%most shared, JEPI and SCHD
JEPICIBRSCHD
JEPI—6.5%8.2%
CIBR6.5%—3.3%
SCHD8.2%3.3%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%0%10%20%30%40%Volatility · 1 year → bumpierSCHD +37.0%CIBR +21.1%JEPI +8.2%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
CIBRWorst drop−20.6%31.1% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+5.3%+31.4%
+5.3%Year to date+31.4%
8.1%Yield3.0%
+8.2%Past year+37.0%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com