Compare · 4 funds side by side · dividends reinvested

CSIO, FID, WDIV and SCHD

CSIOCohenSteers×FIDFirst Trust×WDIVSPDR×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeWDIV · 4.21% · $421 a year on $10k

Story of the four · RiskSmallest drop

CSIO, FID, WDIV and SCHD, 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%$123B1.8

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.21%+13.2%+15.6%+20.1%+9.2%−8.6%10.7%$281M2.0

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.99%+11.8%+14.9%+20.2%+9.1%−8.9%10.7%$169M2.5

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$53M3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSIO 2025 · FID 2013 · WDIV 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust S&P International Dividend Aristocrats ETF · $169M$15,485

FID

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FID vs SCHD: Top 5 Holdings

Today

FID

11.5%in top 5

SCHD

in top 521.7%

FIDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CSIO, FID, WDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WDIV0.40%$40

FID0.60%$60

CSIO0.65%$65

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

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

FIDMeasureSCHD

+11.8%Year to dateJan 1 → Nov 12+34.2%

+14.9%1 yearTotal return+36.8%

+20.2%3 years · per year$10,000 became $17,347 · $17,257+19.9%

+9.1%5 years · per year$10,000 became $15,485 · $16,429+10.4%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

3.99%Trailing 12-mo yield$399 · $293 a year on $10k2.93%

−8.9%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

2.6%LGEN.Lnot top 5

2.5%0992.HKnot top 5

2.2%APA.AXnot top 5

2.1%TEP.PAnot top 5

2.0%DNB.OLnot top 5

Held in common0.0%

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

FID vs SCHD Returns, Every Period

5Y

First TrustFID

+9.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FIDSCHDFaded: behind in that period

1–3SCHD wins

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

FID vs WDIV

YTD

First TrustFID

+11.8%

WDIVSPDR

+13.2%

+11.8%Year to date+13.2%

−8.9%Worst drop · 1Y−8.6%

10.7%Volatility · 1Y10.7%

4.0%Yield4.2%

$169MAssets$281M

3–0WDIV wins

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

Yields: CSIO, FID, WDIV, SCHD

1Y

4.21%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.21%$421

FID3.99%$399

SCHD2.93%$293

CSIO1.81%$181

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

Income After Fees on $10,000

1Y

$381most kept, WDIV

WDIV$421 − $40 = $381

FID$399 − $60 = $339

SCHD$293 − $6 = $287

CSIO$181 − $65 = $116

KeptFee

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

Overlap: CSIO, FID, WDIV, SCHD

Today

63.2%most shared, FID and WDIV

CSIOFIDWDIVSCHD

CSIO—3.7%2.8%0.0%

FID3.7%—63.2%0.0%

WDIV2.8%63.2%—4.8%

SCHD0.0%0.0%4.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

FIDWorst drop−8.9%10.7% vol

WDIVWorst drop−8.6%10.7% vol

SCHDWorst drop−6.9%11.7% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

WDIVSCHD

+13.2%Year to date+34.2%

4.2%Yield2.9%

+15.6%Past year+36.8%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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CSIO, FID, WDIV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four