Compare · 4 funds side by side · dividends reinvested

SHOC, SCHD, CIBR and SMH

SHOCStrive×SCHDSchwab×CIBRFirst Trust×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,977SMH · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

SHOC, SCHD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+35.0%+26.1%+29.1%+12.6%−20.6%31.3%$16.3B2.6

Strive U.S. Semiconductor ETFThematic · AI & semis0.40%0.14%+33.4%+32.8%+41.9%[…]−35.3%45.0%$192M3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: SHOC 2022 · SCHD 2011 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strive U.S. Semiconductor ETF · $192M[…]

SHOC

More Ways to See the Pairs

SHOC vs SCHD: Top 5 Holdings

Today

SHOC

46.7%in top 5

SCHD

in top 521.7%

SHOCStockSCHD

13.5%MUnot top 5

12.8%AVGOnot top 5

7.4%AMDnot top 5

7.1%TXN4.6%

5.8%ASML

Cost, Income and Risk

Fees: SHOC, SCHD, CIBR, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

SHOC0.40%$40

CIBR0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

SHOCMeasureSCHD

+33.4%Year to dateJan 1 → Nov 11+34.6%

+32.8%1 yearTotal return+39.3%

+41.9%3 years · per year$10,000 became $28,578 · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.14%Trailing 12-mo yield$14 · $293 a year on $10k2.93%

−35.3%Worst dropSmaller is better−6.9%

45.0%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common6.9%

End-of-day Nov 11, 2026 · share of each fund

SHOC vs SCHD Returns, Every Period

1Y

StriveSHOC

+32.8%

past year

SCHDSchwab

+39.3%

past year

SHOCSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SHOC vs SCHD

YTD

StriveSHOC

+33.4%

SCHDSchwab

+34.6%

+33.4%Year to date+34.6%

−35.3%Worst drop · 1Y−6.9%

45.0%Volatility · 1Y11.8%

0.1%Yield2.9%

$192MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SHOC, SCHD, CIBR, SMH

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

CIBR0.41%$41

SMH0.22%$22

SHOC0.14%$14

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SMH$22 − $35 = −$13

CIBR$41 − $58 = −$17

SHOC$14 − $40 = −$26

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SHOC, SCHD, CIBR, SMH

Today

69.0%most shared, SHOC and SMH

SHOCSCHDCIBRSMH

SHOC—6.9%7.6%69.0%

SCHD6.9%—3.1%8.6%

CIBR7.6%3.1%—6.2%

SMH69.0%8.6%6.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+41.7%SMH, at 43.2% volatility

SCHDWorst drop−6.9%11.8% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.2% vol

SHOCWorst drop−35.3%45.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+34.6%Year to date+40.8%

2.9%Yield0.2%

+39.3%Past year+41.7%

0.06%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SHOC, SCHD, CIBR and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four