Compare · 3 funds side by side · dividends reinvested

CSIO, IGV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

CSIO, IGV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSIO 2025 · IGV 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

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

CSIOMeasureIGV

+16.1%Year to dateJan 1 → Nov 9−4.0%

[…]1 yearTotal return−7.2%

[…]3 years · per year$10,000 became […] · $14,660+13.6%

[…]5 years · per year$10,000 became […] · $11,584+3.0%

0.65%Expense ratio$65 · $38 a year on $10k · lower is better0.38%

1.82%Trailing 12-mo yield$182 · $2 a year on $10k0.02%

[…]Worst dropSmaller is better−33.2%

[…]VolatilityLower is calmer32.9%

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

2–1CSIO 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 IGV: Top 5 Holdings

Today

CSIO

31.6%in top 5

IGV

in top 540.6%

CSIOStockIGV

not top 5MSFT9.4%

not top 5PLTR8.2%

not top 5PANW8.1%

not top 5CRWD7.8%

7.2%CSXnot top 5

not top 5ORCL7.1%

6.6%NEEnot top 5

6.2%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

Held in common0.0%

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

CSIO vs IGV Returns, Every Period

CohenSteersCSIO

[…]

past year

IGViShares

−7.2%

past year

CSIOIGVFaded: behind in that period

1–0CSIO wins

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

Thematic vs Income: CSIO vs SCHD

YTD

CohenSteersCSIO

+16.1%

SCHDSchwab

+33.2%

+16.1%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

1.8%Yield3.0%

$52.5MAssets$120B

2–0SCHD wins

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

Cost, Income and Risk

Fees: CSIO, IGV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

CSIO0.65%$65

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

Yields: CSIO, IGV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CSIO1.82%$182

IGV0.02%$2

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CSIO$182 − $65 = $117

IGV$2 − $38 = −$36

KeptFee

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

Overlap: CSIO, IGV, SCHD

Today

0.0%most shared, CSIO and IGV

CSIOIGVSCHD

CSIO—0.0%0.0%

IGV0.0%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IGVWorst drop−33.2%32.9% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDCSIO

+33.2%Year to date+16.1%

3.0%Yield1.8%

+39.1%Past year[…]

0.06%Fee0.65%

3–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026