Compare · 3 funds side by side · dividends reinvested

SMIG, CIBR and SCHD

SMIGBahl & Gaynor×CIBRFirst Trust×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,857CIBR · best of the three

02 / 04

SMIG, CIBR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.9B2.0

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.7%+17.0%+16.4%+7.6%−8.5%11.4%$1.5B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMIG 2021 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,428

SMIG

CIBR

First Trust Nasdaq Cybersecurity ETF · $16.9B$18,857

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SMIGMeasureCIBR

+14.7%Year to dateJan 1 → Nov 4+36.6%

+17.0%1 yearTotal return+26.6%

+16.4%3 years · per year$10,000 became $15,778 · $22,495+31.0%

+7.6%5 years · per year$10,000 became $14,428 · $18,857+13.5%

0.60%Expense ratio$60 · $58 a year on $10k · lower is better0.58%

1.66%Trailing 12-mo yield$166 · $40 a year on $10k0.40%

−8.5%Worst dropSmaller is better−21.1%

11.4%VolatilityLower is calmer30.5%

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

3–5CIBR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMIG vs CIBR: Top 5 Holdings

Today

SMIG

22.4%in top 5

CIBR

in top 537.4%

SMIGStockCIBR

not top 5CRWD8.7%

not top 5CSCO7.7%

not top 5PANW7.5%

not top 5AVGO7.4%

not top 5FTNT6.2%

4.8%SIMOnot top 5

4.7%TRGPnot top 5

4.6%VCTRnot top 5

4.3%SNAnot top 5

4.0%RGAnot top 5

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

SMIG vs CIBR Returns, Every Period

Bahl & GaynorSMIG

+7.6%

5 years, per year

CIBRFirst Trust

+13.5%

5 years, per year

SMIGCIBRFaded: behind in that period

0–4CIBR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMIG vs SCHD

YTD

Bahl & GaynorSMIG

+14.7%

SCHDSchwab

+35.3%

+14.7%Year to date+35.3%

−8.5%Worst drop · 1Y−6.9%

11.4%Volatility · 1Y11.5%

1.7%Yield2.9%

$1.5BAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMIG, CIBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CIBR0.58%$58

SMIG0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMIG, CIBR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SMIG1.66%$166

CIBR0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SMIG$166 − $60 = $106

CIBR$40 − $58 = −$18

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMIG, CIBR, SCHD

Today

3.0%most shared, CIBR and SCHD

SMIGCIBRSCHD

SMIG—0.9%1.2%

CIBR0.9%—3.0%

SCHD1.2%3.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SMIGWorst drop−8.5%11.4% vol

SCHDWorst drop−6.9%11.5% vol

CIBRWorst drop−21.1%30.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+35.3%Year to date+36.6%

2.9%Yield0.4%

+41.6%Past year+26.6%

0.06%Fee0.58%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026