Compare · 4 funds side by side · dividends reinvested

CSIO, FID, WDIV and JEPI

CSIOCohenSteers×FIDFirst Trust×WDIVSPDR×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,622FID · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

CSIO, FID, WDIV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$170M2.1

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.4%+17.3%+19.4%+9.3%−8.6%10.8%$281M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.1

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+15.7%[…][…][…][…][…]$53M3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSIO 2025 · FID 2013 · WDIV 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSIO

More Ways to See the Pairs

CSIO vs FID: Top 5 Holdings

Today

CSIO

31.7%in top 5

FID

in top 511.4%

CSIOStockFID

7.2%CSXnot top 5

6.5%NEEnot top 5

6.2%ETRnot top 5

6.0%WMBnot top 5

5.7%TRP.TOnot top 5

Cost, Income and Risk

Fees: CSIO, FID, WDIV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WDIV0.40%$40

FID0.60%$60

CSIO0.65%$65

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

FID

First Trust S&P International Dividend Aristocrats ETF · $170M$15,622

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

CSIOMeasureFID

+15.7%Year to dateJan 1 → Nov 10+12.4%

[…]1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $17,359+20.2%

[…]5 years · per year$10,000 became […] · $15,622+9.3%

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

1.82%Trailing 12-mo yield$182 · $397 a year on $10k3.97%

[…]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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5LGEN.L2.7%

not top 50992.HK2.5%

not top 5APA.AX2.2%

not top 5TEP.PA2.0%

not top 5DNB.OL2.0%

Held in common3.7%

End-of-day Nov 10, 2026 · share of each fund

CSIO vs FID Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

FIDFirst Trust

+17.8%

past year

CSIOFIDFaded: behind in that period

1–0CSIO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs JEPI

YTD

CohenSteersCSIO

+15.7%

JEPIJ.P. Morgan

+7.6%

+15.7%Year to date+7.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

1.8%Yield7.9%

$53.4MAssets$46.6B

1–1level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSIO, FID, WDIV, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

WDIV4.20%$420

FID3.97%$397

CSIO1.82%$182

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

WDIV$420 − $40 = $380

FID$397 − $60 = $337

CSIO$182 − $65 = $117

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSIO, FID, WDIV, JEPI

Today

63.2%most shared, FID and WDIV

CSIOFIDWDIVJEPI

CSIO—3.7%2.8%4.4%

FID3.7%—63.2%0.0%

WDIV2.8%63.2%—0.6%

JEPI4.4%0.0%0.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.8%FID, at 10.7% volatility

JEPIWorst drop−6.7%9.0% vol

FIDWorst drop−8.9%10.7% vol

WDIVWorst drop−8.6%10.8% vol

CSIOWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSIO

+7.6%Year to date+15.7%

7.9%Yield1.8%

+10.6%Past year[…]

0.35%Fee0.65%

2–1JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSIO, FID, WDIV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four