Compare · 4 funds side by side · dividends reinvested

CSIO, VYM, DRAM and SCHD

CSIOCohenSteers×VYMVanguard×DRAMRoundhill×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

CSIO, VYM, DRAM 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

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$54M2.7

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

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 · VYM 2006 · DRAM 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

CSIOMeasureVYM

+13.9%Year to dateJan 1 → Nov 6+12.8%

[…]1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $17,107+19.6%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

1.85%Trailing 12-mo yield$185 · $231 a year on $10k2.31%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.6%

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

1–2VYM 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 VYM: Top 5 Holdings

Today

CSIO

31.7%in top 5

VYM

in top 518.2%

CSIOStockVYM

7.3%CSXnot top 5

not top 5AVGO6.9%

6.7%NEEnot top 5

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common2.7%

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

CSIO vs VYM Returns, Every Period

CohenSteersCSIO

[…]

past year

VYMVanguard

+16.5%

past year

CSIOVYMFaded: behind in that period

1–0CSIO 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, VYM, DRAM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CSIO0.65%$65

DRAM0.65%$65

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

Yields: CSIO, VYM, DRAM, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VYM2.31%$231

CSIO1.85%$185

DRAM0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

CSIO$185 − $65 = $120

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: CSIO, VYM, DRAM, SCHD

Today

21.9%most shared, VYM and SCHD

CSIOVYMDRAMSCHD

CSIO—2.7%0.0%0.0%

VYM2.7%—0.0%21.9%

DRAM0.0%0.0%—0.0%

SCHD0.0%21.9%0.0%—

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

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

CSIOWorst drop[…][…]

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDCSIO

+31.4%Year to date+13.9%

3.0%Yield1.9%

+37.0%Past year[…]

0.06%Fee0.65%

3–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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