Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, CIBR and IGV

JEPIJ.P. Morgan×WCBRWisdomTree×CIBRFirst Trust×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,956CIBR · best of the four

02 / 04

JEPI, WCBR, CIBR and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B3.4

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: JEPI 2020 · WCBR 2021 · CIBR 2015 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech-Software Sector ETF · $12.8B$11,584

IGV

CIBR

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

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

IGVMeasureCIBR

−4.0%Year to dateJan 1 → Nov 9+32.8%

−7.2%1 yearTotal return+27.5%

+13.6%3 years · per year$10,000 became $14,660 · $21,296+28.7%

+3.0%5 years · per year$10,000 became $11,584 · $17,956+12.4%

0.38%Expense ratio$38 · $58 a year on $10k · lower is better0.58%

0.02%Trailing 12-mo yield$2 · $42 a year on $10k0.42%

−33.2%Worst dropSmaller is better−20.6%

32.9%VolatilityLower is calmer31.3%

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

1–7CIBR wins

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

More Ways to See the Pairs

IGV vs CIBR: Top 5 Holdings

Today

IGV

40.6%in top 5

CIBR

in top 536.0%

IGVStockCIBR

9.4%MSFTnot top 5

7.8%CRWD8.3%

8.2%PLTRnot top 5

8.1%PANW7.2%

not top 5CSCO7.5%

7.1%ORCLnot top 5

not top 5AVGO7.0%

not top 5FTNT6.1%

Held in common25.8%

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

IGV vs CIBR Returns, Every Period

iSharesIGV

+3.0%

5 years, per year

CIBRFirst Trust

+12.4%

5 years, per year

IGVCIBRFaded: behind in that period

0–4CIBR wins

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

Thematic vs Income: IGV vs JEPI

YTD

iSharesIGV

−4.0%

JEPIJ.P. Morgan

+7.5%

−4.0%Year to date+7.5%

−33.2%Worst drop · 1Y−6.7%

32.9%Volatility · 1Y9.0%

0.0%Yield7.9%

$12.8BAssets$45.2B

4–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCBR, CIBR, IGV

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IGV0.38%$38

WCBR0.45%$45

CIBR0.58%$58

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

Yields: JEPI, WCBR, CIBR, IGV

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CIBR0.42%$42

IGV0.02%$2

WCBR0.00%$0

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CIBR$42 − $58 = −$16

IGV$2 − $38 = −$36

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPI, WCBR, CIBR, IGV

Today

46.1%most shared, WCBR and CIBR

JEPIWCBRCIBRIGV

JEPI—0.3%6.5%3.3%

WCBR0.3%—46.1%17.4%

CIBR6.5%46.1%—25.8%

IGV3.3%17.4%25.8%—

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

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

JEPIWorst drop−6.7%9.0% vol

CIBRWorst drop−20.6%31.3% vol

IGVWorst drop−33.2%32.9% vol

WCBRWorst drop−29.1%41.6% vol

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

Paid More vs Made More

YTD

JEPIWCBR

+7.5%Year to date+56.2%

7.9%Yield0.0%

+10.9%Past year+41.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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