Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, SCHD and CIBR

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,242CIBR · best of the four

02 / 04

JEPI, WCBR, SCHD and CIBR, 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%$120B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.8

Rank among the four1st → 4thFee, 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 · WCBR 2021 · SCHD 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Cybersecurity ETF · $16.9B$17,242

CIBR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

CIBRMeasureSCHD

+27.7%Year to dateJan 1 → Nov 6+31.4%

+21.1%1 yearTotal return+37.0%

+27.4%3 years · per year$10,000 became $20,663 · $17,266+20.0%

+11.5%5 years · per year$10,000 became $17,242 · $16,267+10.2%

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

0.43%Trailing 12-mo yield$43 · $300 a year on $10k3.00%

−20.6%Worst dropSmaller is better−6.9%

31.1%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CIBR vs SCHD: Top 5 Holdings

Today

CIBR

36.4%in top 5

SCHD

in top 521.4%

CIBRStockSCHD

8.3%CRWDnot top 5

7.6%CSCOnot top 5

7.2%PANWnot top 5

6.9%AVGOnot top 5

6.3%FTNTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common3.3%

End-of-day Nov 6, 2026 · share of each fund

CIBR vs SCHD Returns, Every Period

First TrustCIBR

+11.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CIBRSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CIBR vs JEPI

YTD

First TrustCIBR

+27.7%

JEPIJ.P. Morgan

+5.3%

+27.7%Year to date+5.3%

−20.6%Worst drop · 1Y−6.7%

31.1%Volatility · 1Y8.8%

0.4%Yield8.1%

$16.9BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCBR, SCHD, CIBR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

WCBR0.45%$45

CIBR0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, WCBR, SCHD, CIBR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

CIBR0.43%$43

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

CIBR$43 − $58 = −$15

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCBR, SCHD, CIBR

Today

46.0%most shared, WCBR and CIBR

JEPIWCBRSCHDCIBR

JEPI—0.3%8.2%6.5%

WCBR0.3%—0.0%46.0%

SCHD8.2%0.0%—3.3%

CIBR6.5%46.0%3.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

CIBRWorst drop−20.6%31.1% vol

WCBRWorst drop−29.1%41.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+5.3%Year to date+49.9%

8.1%Yield0.0%

+8.2%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026