Compare · 4 funds side by side · dividends reinvested

CSIO, FID, SCHD and DGRO

CSIOCohenSteers×FIDFirst Trust×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

CSIO, FID, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.97%+12.4%+17.8%+20.2%+9.3%−8.9%10.7%$167M2.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M3.7

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: CSIO 2025 · FID 2013 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $53M[…]

CSIO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

CSIOMeasureSCHD

+16.1%Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.82%Trailing 12-mo yield$182 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–3SCHD wins

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

More Ways to See the Pairs

CSIO vs SCHD: Top 5 Holdings

Today

CSIO

31.6%in top 5

SCHD

in top 521.4%

CSIOStockSCHD

7.2%CSXnot top 5

6.6%NEEnot top 5

6.2%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

CSIO vs SCHD Returns, Every Period

CohenSteersCSIO

[…]

past year

SCHDSchwab

+39.1%

past year

CSIOSCHDFaded: behind in that period

0–1SCHD wins

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

Thematic vs Income: CSIO vs FID

YTD

CohenSteersCSIO

+16.1%

FIDFirst Trust

+12.4%

+16.1%Year to date+12.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y10.7%

1.8%Yield4.0%

$52.5MAssets$167M

1–1level

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

Cost, Income and Risk

Fees: CSIO, FID, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

FID0.60%$60

CSIO0.65%$65

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

Yields: CSIO, FID, SCHD, DGRO

3.97%highest, FID

FundTrailing yieldYield$10k

FID3.97%$397

SCHD2.96%$296

DGRO1.84%$184

CSIO1.82%$182

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

Income After Fees on $10,000

$337most kept, FID

FID$397 − $60 = $337

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

CSIO$182 − $65 = $117

KeptFee

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

Overlap: CSIO, FID, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

CSIOFIDSCHDDGRO

CSIO—3.7%0.0%3.9%

FID3.7%—0.0%0.0%

SCHD0.0%0.0%—21.3%

DGRO3.9%0.0%21.3%—

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

DGROWorst drop−6.5%10.3% vol

FIDWorst drop−8.9%10.7% vol

SCHDWorst drop−6.9%11.8% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

FIDSCHD

+12.4%Year to date+33.2%

4.0%Yield3.0%

+17.8%Past year+39.1%

0.60%Fee0.06%

3–1SCHD 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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