Compare · 3 funds side by side · dividends reinvested

CSIO, FID and WDIV

CSIOCohenSteers×FIDFirst Trust×WDIVSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,576WDIV · best of the three

02 / 04

CSIO, FID and WDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.5%+19.7%+21.4%+9.3%−8.6%10.6%$286M1.1

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.98%+12.1%+18.8%+21.2%+9.1%−8.9%10.6%$172M2.1

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$55M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSIO 2025 · FID 2013 · WDIV 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $286M$15,576

WDIV

CSIO

Cohen & Steers Infrastructure Opportunities Active ETF · $55M[…]

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

WDIVMeasureCSIO

+13.5%Year to dateJan 1 → Nov 5+14.8%

+19.7%1 yearTotal return[…]

+21.4%3 years · per year$10,000 became $17,881 · […][…]

+9.3%5 years · per year$10,000 became $15,576 · […][…]

0.40%Expense ratio$40 · $65 a year on $10k · lower is better0.65%

4.20%Trailing 12-mo yield$420 · $184 a year on $10k1.84%

−8.6%Worst dropSmaller is better[…]

10.6%VolatilityLower is calmer[…]

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

2–1WDIV wins

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

More Ways to See the Pairs

WDIV vs CSIO: Top 5 Holdings

Today

WDIV

9.4%in top 5

CSIO

in top 531.1%

WDIVStockCSIO

not top 5CSX7.2%

not top 5NEE6.4%

not top 5WMB6.0%

not top 5ETR6.0%

not top 5TRP.TO5.5%

2.0%0992.HKnot top 5

2.0%LGEN.Lnot top 5

1.9%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

Held in common2.8%

End-of-day Nov 5, 2026 · share of each fund

WDIV vs CSIO Returns, Every Period

SPDRWDIV

+19.7%

past year

CSIOCohenSteers

[…]

past year

WDIVCSIOFaded: behind in that period

0–1CSIO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WDIV vs FID

YTD

SPDRWDIV

+13.5%

FIDFirst Trust

+12.1%

+13.5%Year to date+12.1%

−8.6%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y10.6%

4.2%Yield4.0%

$286MAssets$172M

3–0WDIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, FID, WDIV

Today

0.40%lowest, WDIV

FundExpense ratioFee$10k

WDIV0.40%$40

FID0.60%$60

CSIO0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSIO, FID, WDIV

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

FID3.98%$398

CSIO1.84%$184

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

FID$398 − $60 = $338

CSIO$184 − $65 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSIO, FID, WDIV

Today

63.2%most shared, FID and WDIV

CSIOFIDWDIV

CSIO—3.7%2.8%

FID3.7%—63.2%

WDIV2.8%63.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.7%WDIV, at 10.6% volatility

WDIVWorst drop−8.6%10.6% vol

FIDWorst drop−8.9%10.6% vol

CSIOWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVCSIO

+13.5%Year to date+14.8%

4.2%Yield1.8%

+19.7%Past year[…]

0.40%Fee0.65%

2–1WDIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026