Compare · 4 funds side by side · dividends reinvested

CSIO, SCHD, CIBR and SOXX

CSIOCohenSteers×SCHDSchwab×CIBRFirst Trust×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$28,442SOXX · best of the four

02 / 04

CSIO, SCHD, CIBR and SOXX, 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%$120B1.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.9

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSIO 2025 · SCHD 2011 · CIBR 2015 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

CSIOMeasureSCHD

+16.1%Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.82%Trailing 12-mo yield$182 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–3SCHD 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 SCHD: Top 5 Holdings

Today

CSIO

31.6%in top 5

SCHD

in top 521.4%

CSIOStockSCHD

7.2%CSXnot top 5

6.6%NEEnot top 5

6.2%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

CSIO vs SCHD Returns, Every Period

CohenSteersCSIO

[…]

past year

SCHDSchwab

+39.1%

past year

CSIOSCHDFaded: behind in that period

0–1SCHD 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, SCHD, CIBR, SOXX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

CIBR0.58%$58

CSIO0.65%$65

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

Yields: CSIO, SCHD, CIBR, SOXX

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CSIO1.82%$182

SOXX0.71%$71

CIBR0.42%$42

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

SOXX$71 − $33 = $38

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: CSIO, SCHD, CIBR, SOXX

Today

8.2%most shared, SCHD and SOXX

CSIOSCHDCIBRSOXX

CSIO—0.0%0.0%0.0%

SCHD0.0%—3.3%8.2%

CIBR0.0%3.3%—7.0%

SOXX0.0%8.2%7.0%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

SCHDWorst drop−6.9%11.8% vol

CIBRWorst drop−20.6%31.3% vol

SOXXWorst drop−39.5%49.8% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDSOXX

+33.2%Year to date+46.5%

3.0%Yield0.7%

+39.1%Past year+48.5%

0.06%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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