Compare · 3 funds side by side · dividends reinvested

WCBR, SCHD and SOXX

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,376SOXX · best of the three

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

Story of the three · RiskSmallest drop

WCBR, SCHD and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+58.0%+43.8%+23.2%−39.5%50.0%$44.7B1.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+55.6%+35.1%+28.4%+8.1%−29.1%41.6%$197M2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: WCBR 2021 · SCHD 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Cybersecurity Fund · $197M$14,773

WCBR

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

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

WCBR

More Ways to See the Pairs

WCBR vs SCHD: Top 5 Holdings

Today

WCBR

29.9%in top 5

SCHD

in top 521.7%

WCBRStockSCHD

6.7%ZSnot top 5

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

Cost, Income and Risk

Fees: WCBR, SCHD, SOXX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

WCBR0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: WCBR, SCHD, SOXX

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+55.6%Year to dateJan 1 → Nov 12+34.2%

+35.1%1 yearTotal return+36.8%

+28.4%3 years · per year$10,000 became $21,147 · $17,257+19.9%

+8.1%5 years · per year$10,000 became $14,773 · $16,429+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $293 a year on $10k2.93%

−29.1%Worst dropSmaller is better−6.9%

41.6%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

WCBR vs SCHD Returns, Every Period

5Y

WisdomTreeWCBR

+8.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WCBRSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WCBR vs SCHD

YTD

WisdomTreeWCBR

+55.6%

SCHDSchwab

+34.2%

+55.6%Year to date+34.2%

−29.1%Worst drop · 1Y−6.9%

41.6%Volatility · 1Y11.7%

0.0%Yield2.9%

$197MAssets$124B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SOXX0.27%$27

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SOXX$27 − $33 = −$6

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: WCBR, SCHD, SOXX

Today

8.7%most shared, SCHD and SOXX

WCBRSCHDSOXX

WCBR—0.0%0.0%

SCHD0.0%—8.7%

SOXX0.0%8.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+58.0%SOXX, at 50.0% volatility

SCHDWorst drop−6.9%11.7% vol

WCBRWorst drop−29.1%41.6% vol

SOXXWorst drop−39.5%50.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWCBR

+34.2%Year to date+55.6%

2.9%Yield0.0%

+36.8%Past year+35.1%

0.06%Fee0.45%

3–1SCHD wins

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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WCBR, SCHD and SOXX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three