Compare · 4 funds side by side · dividends reinvested

TCAI, CIBR, SCHD and DRAM

TCAITortoise×CIBRFirst Trust×SCHDSchwab×DRAMRoundhill×

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

02 / 04

TCAI, CIBR, SCHD and DRAM, 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%$122B1.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.8

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.6%+9.8%[…][…]−46.4%50.0%$177M3.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

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: TCAI 2025 · CIBR 2015 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

CIBR

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,956

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

TCAIMeasureCIBR

+19.6%Year to dateJan 1 → Nov 9+32.8%

+9.8%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $21,296+28.7%

[…]5 years · per year$10,000 became […] · $17,956+12.4%

0.65%Expense ratio$65 · $58 a year on $10k · lower is better0.58%

0.04%Trailing 12-mo yield$4 · $42 a year on $10k0.42%

−46.4%Worst dropSmaller is better−20.6%

50.0%VolatilityLower is calmer31.3%

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

0–6CIBR wins

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

More Ways to See the Pairs

TCAI vs CIBR: Top 5 Holdings

Today

TCAI

25.5%in top 5

CIBR

in top 536.0%

TCAIStockCIBR

not top 5CRWD8.3%

not top 5CSCO7.5%

not top 5PANW7.2%

not top 5AVGO7.0%

not top 5FTNT6.1%

6.0%VRTnot top 5

5.6%SNDKnot top 5

5.2%MTZnot top 5

4.5%MUnot top 5

4.3%PWRnot top 5

Held in common1.9%

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

TCAI vs CIBR Returns, Every Period

TortoiseTCAI

+9.8%

past year

CIBRFirst Trust

+27.5%

past year

TCAICIBRFaded: behind in that period

0–2CIBR wins

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

Thematic vs Income: TCAI vs SCHD

YTD

TortoiseTCAI

+19.6%

SCHDSchwab

+33.2%

+19.6%Year to date+33.2%

−46.4%Worst drop · 1Y−6.9%

50.0%Volatility · 1Y11.8%

0.0%Yield3.0%

$177MAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: TCAI, CIBR, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CIBR0.58%$58

TCAI0.65%$65

DRAM0.65%$65

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

Yields: TCAI, CIBR, SCHD, DRAM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CIBR0.42%$42

TCAI0.04%$4

DRAM0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CIBR$42 − $58 = −$16

TCAI$4 − $65 = −$61

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: TCAI, CIBR, SCHD, DRAM

Today

11.7%most shared, TCAI and DRAM

TCAICIBRSCHDDRAM

TCAI—1.9%0.0%11.7%

CIBR1.9%—3.3%0.0%

SCHD0.0%3.3%—0.0%

DRAM11.7%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CIBRWorst drop−20.6%31.3% vol

TCAIWorst drop−46.4%50.0% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDCIBR

+33.2%Year to date+32.8%

3.0%Yield0.4%

+39.1%Past year+27.5%

0.06%Fee0.58%

4–0SCHD wins

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%

$122BAssets$109B

2–0SCHD 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