Compare · 4 funds side by side · dividends reinvested

PBD, SCHD, CIBR and SMH

PBDInvesco×SCHDSchwab×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

PBD, SCHD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.6

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.65%−2.3%−5.6%+6.2%−11.5%−32.9%26.4%$98M3.4

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: PBD 2007 · SCHD 2011 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,435

PBD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

PBDMeasureSCHD

−2.3%Year to dateJan 1 → Nov 9+33.2%

−5.6%1 yearTotal return+39.1%

+6.2%3 years · per year$10,000 became $11,968 · $17,123+19.6%

−11.5%5 years · per year$10,000 became $5,435 · $16,459+10.5%

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

1.65%Trailing 12-mo yield$165 · $296 a year on $10k2.96%

−32.9%Worst dropSmaller is better−6.9%

26.4%VolatilityLower is calmer11.8%

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

0–8SCHD wins

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

More Ways to See the Pairs

PBD vs SCHD: Top 5 Holdings

Today

PBD

6.7%in top 5

SCHD

in top 521.4%

PBDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.5%SESnot top 5

1.4%VER.VInot top 5

1.3%SHLSnot top 5

1.3%ARRYnot top 5

1.3%LAND.SWnot top 5

Held in common0.0%

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

PBD vs SCHD Returns, Every Period

InvescoPBD

−11.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

PBDSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: PBD vs SCHD

YTD

InvescoPBD

−2.3%

SCHDSchwab

+33.2%

−2.3%Year to date+33.2%

−32.9%Worst drop · 1Y−6.9%

26.4%Volatility · 1Y11.8%

1.6%Yield3.0%

$98.0MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PBD, SCHD, CIBR, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

CIBR0.58%$58

PBD0.75%$75

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

Yields: PBD, SCHD, CIBR, SMH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

PBD1.65%$165

CIBR0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PBD$165 − $75 = $90

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: PBD, SCHD, CIBR, SMH

Today

8.2%most shared, SCHD and SMH

PBDSCHDCIBRSMH

PBD—0.0%0.0%0.0%

SCHD0.0%—3.3%8.2%

CIBR0.0%3.3%—5.7%

SMH0.0%8.2%5.7%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

PBDWorst drop−32.9%26.4% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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