Compare · 4 funds side by side · dividends reinvested

SCHD, WCBR, VIG and CIBR

SCHDSchwab×WCBRWisdomTree×VIGVanguard×CIBRFirst Trust×

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

02 / 04

SCHD, WCBR, VIG and CIBR, 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%$122B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · WCBR 2021 · VIG 2006 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SCHDMeasureVIG

+33.2%Year to dateJan 1 → Nov 9+14.8%

+39.1%1 yearTotal return+17.6%

+19.6%3 years · per year$10,000 became $17,123 · $16,775+18.8%

+10.5%5 years · per year$10,000 became $16,459 · $16,638+10.7%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

2.96%Trailing 12-mo yield$296 · $146 a year on $10k1.46%

−6.9%Worst dropSmaller is better−7.9%

11.8%VolatilityLower is calmer11.0%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs VIG: Top 5 Holdings

Today

SCHD

21.4%in top 5

VIG

in top 522.1%

SCHDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%PGnot top 5

4.3%TXNnot top 5

not top 5AVGO4.3%

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common14.5%

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

SCHD vs VIG Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SCHDVIGFaded: behind in that period

3–1SCHD wins

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

−6.9%Worst drop · 1Y−7.9%

11.8%Volatility · 1Y11.0%

3.0%Yield1.5%

$122BAssets$109B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, WCBR, VIG, CIBR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

WCBR0.45%$45

CIBR0.58%$58

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

Yields: SCHD, WCBR, VIG, CIBR

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

CIBR0.42%$42

WCBR0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CIBR$42 − $58 = −$16

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: SCHD, WCBR, VIG, CIBR

Today

46.1%most shared, WCBR and CIBR

SCHDWCBRVIGCIBR

SCHD—0.0%14.5%3.3%

WCBR0.0%—0.0%46.1%

VIG14.5%0.0%—9.9%

CIBR3.3%46.1%9.9%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CIBRWorst drop−20.6%31.3% 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

SCHDWCBR

+33.2%Year to date+56.2%

3.0%Yield0.0%

+39.1%Past year+41.4%

0.06%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

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