Compare · 4 funds side by side · dividends reinvested

CSIO, VIG, CIBR and SCHD

CSIOCohenSteers×VIGVanguard×CIBRFirst Trust×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,242CIBR · best of the four

02 / 04

CSIO, VIG, CIBR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$54M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSIO 2025 · VIG 2006 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $54M[…]

CSIO

CIBR

First Trust Nasdaq Cybersecurity ETF · $16.9B$17,242

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

CSIOMeasureCIBR

+13.9%Year to dateJan 1 → Nov 6+27.7%

[…]1 yearTotal return+21.1%

[…]3 years · per year$10,000 became […] · $20,663+27.4%

[…]5 years · per year$10,000 became […] · $17,242+11.5%

0.65%Expense ratio$65 · $58 a year on $10k · lower is better0.58%

1.85%Trailing 12-mo yield$185 · $43 a year on $10k0.43%

[…]Worst dropSmaller is better−20.6%

[…]VolatilityLower is calmer31.1%

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

1–2CIBR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSIO vs CIBR: Top 5 Holdings

Today

CSIO

31.7%in top 5

CIBR

in top 536.4%

CSIOStockCIBR

not top 5CRWD8.3%

not top 5CSCO7.6%

7.3%CSXnot top 5

not top 5PANW7.2%

not top 5AVGO6.9%

6.7%NEEnot top 5

not top 5FTNT6.3%

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSIO vs CIBR Returns, Every Period

CohenSteersCSIO

[…]

past year

CIBRFirst Trust

+21.1%

past year

CSIOCIBRFaded: behind in that period

0–1CIBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs SCHD

YTD

CohenSteersCSIO

+13.9%

SCHDSchwab

+31.4%

+13.9%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

1.9%Yield3.0%

$54.5MAssets$120B

2–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, VIG, CIBR, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CIBR0.58%$58

CSIO0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSIO, VIG, CIBR, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CSIO1.85%$185

VIG1.50%$150

CIBR0.43%$43

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CSIO$185 − $65 = $120

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSIO, VIG, CIBR, SCHD

Today

14.5%most shared, VIG and SCHD

CSIOVIGCIBRSCHD

CSIO—2.2%0.0%0.0%

VIG2.2%—10.0%14.5%

CIBR0.0%10.0%—3.3%

SCHD0.0%14.5%3.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CIBRWorst drop−20.6%31.1% vol

CSIOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCIBR

+31.4%Year to date+27.7%

3.0%Yield0.4%

+37.0%Past year+21.1%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026