Compare · 4 funds side by side · dividends reinvested

CSIO, FID, WDIV and DGRO

CSIOCohenSteers×FIDFirst Trust×WDIVSPDR×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

CSIO, FID, WDIV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.3

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$284M2.0

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%4.02%+10.9%+16.7%+20.6%+9.1%−8.9%10.7%$167M3.0

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$54M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSIO 2025 · FID 2013 · WDIV 2013 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $54M[…]

CSIO

FID

First Trust S&P International Dividend Aristocrats ETF · $167M$15,431

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

CSIOMeasureFID

+13.9%Year to dateJan 1 → Nov 6+10.9%

[…]1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $17,528+20.6%

[…]5 years · per year$10,000 became […] · $15,431+9.1%

0.65%Expense ratio$65 · $60 a year on $10k · lower is better0.60%

1.85%Trailing 12-mo yield$185 · $402 a year on $10k4.02%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer10.7%

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

1–2FID wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSIO vs FID: Top 5 Holdings

Today

CSIO

31.7%in top 5

FID

in top 511.7%

CSIOStockFID

7.3%CSXnot top 5

6.7%NEEnot top 5

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5LGEN.L2.6%

not top 5TEP.PA2.4%

not top 50992.HK2.3%

not top 5APA.AX2.3%

not top 5DNB.OL2.0%

Held in common3.7%

End-of-day Nov 6, 2026 · share of each fund

CSIO vs FID Returns, Every Period

CohenSteersCSIO

[…]

past year

FIDFirst Trust

+16.7%

past year

CSIOFIDFaded: behind in that period

1–0CSIO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs WDIV

YTD

CohenSteersCSIO

+13.9%

WDIVSPDR

+12.2%

+13.9%Year to date+12.2%

[…]Worst drop · 1Y−8.6%

[…]Volatility · 1Y10.7%

1.9%Yield4.2%

$54.5MAssets$284M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, FID, WDIV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

WDIV0.40%$40

FID0.60%$60

CSIO0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSIO, FID, WDIV, DGRO

4.25%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.25%$425

FID4.02%$402

DGRO1.87%$187

CSIO1.85%$185

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

FID$402 − $60 = $342

DGRO$187 − $8 = $179

CSIO$185 − $65 = $120

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSIO, FID, WDIV, DGRO

Today

63.3%most shared, FID and WDIV

CSIOFIDWDIVDGRO

CSIO—3.7%2.7%3.9%

FID3.7%—63.3%0.0%

WDIV2.7%63.3%—0.0%

DGRO3.9%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

WDIVWorst drop−8.6%10.7% vol

FIDWorst drop−8.9%10.7% vol

CSIOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVDGRO

+12.2%Year to date+16.6%

4.2%Yield1.9%

+17.5%Past year+20.3%

0.40%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026