CIBR vs SCHD
First Trust NASDAQ Cybersecurity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. CIBR delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CIBR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.06% | |
| AUM | $14.0B | $103.7B | |
| Dividend Yield | 0.46% | 3.31% | |
| Holdings | 44 | 104 | |
| YTD Return | +44.97% | +26.21% | |
| 1Y Return | +41.06% | +29.99% | |
| 3Y Return (annualized) | +31.69% | +15.73% | |
| 5Y Return (annualized) | +16.43% | +9.67% | |
| Volatility (annualized) | 21.8% | 13.6% | |
| Max Drawdown | -33.9% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 7, 2015 | Oct 20, 2011 |
CIBR vs SCHD Performance
First Trust NASDAQ Cybersecurity ETF (CIBR) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CIBR returned +41.06% while SCHD returned +29.99%. Year to date, CIBR is up 44.97% versus a gain of 26.21% for SCHD.
Over three years, CIBR compounded at +31.69% per year against +15.73% for SCHD; over five years the annualized figures are +16.43% and +9.67% respectively. Across the full 11-year window we track, CIBR has the edge at +16.07% annualized vs +11.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CIBR has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.9% for CIBR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CIBR charges 0.58% per year while SCHD charges 0.06%. On a $10,000 position that is $58 vs $6 annually, a gap of $52 per year that compounds over a long holding period. On income, CIBR currently yields 0.46% against 3.31% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, CIBR or SCHD?
CIBR has an expense ratio of 0.58% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, CIBR or SCHD?
Over the past year CIBR returned +41.06% vs +29.99% for SCHD, so CIBR leads on 1-year performance. Over the longest common window we track (11 years), CIBR annualized +16.07% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, CIBR or SCHD?
CIBR has been the more volatile fund at 21.8% annualized versus 13.6% for SCHD. Worst drawdown: CIBR -33.9% vs SCHD -33.4%.
Should I hold both CIBR and SCHD?
CIBR and SCHD have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CIBR and SCHD?
CIBR and SCHD share 2 common holdings with a 1.6% weight overlap. Combined, they hold 140 unique securities.
Which pays a higher dividend, CIBR or SCHD?
CIBR yields 0.46% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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