Compare · 4 funds side by side · dividends reinvested

CSIO, WDIV, DRAM and JEPI

CSIOCohenSteers×WDIVSPDR×DRAMRoundhill×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,546WDIV · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

CSIO, WDIV, DRAM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.21%+13.2%+15.6%+20.1%+9.2%−8.6%10.7%$281M1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$53M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$16.6B3.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSIO 2025 · WDIV 2013 · DRAM 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSIO

More Ways to See the Pairs

CSIO vs WDIV: Top 5 Holdings

Today

CSIO

32.0%in top 5

WDIV

in top 59.1%

CSIOStockWDIV

7.4%CSXnot top 5

6.4%NEEnot top 5

6.2%WMBnot top 5

6.1%ETRnot top 5

5.8%TRP.TOnot top 5

Cost, Income and Risk

Fees: CSIO, WDIV, DRAM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WDIV0.40%$40

CSIO0.65%$65

DRAM0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

WDIV

State Street SPDR S&P Global Dividend ETF · $281M$15,546

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

CSIOMeasureWDIV

+16.3%Year to dateJan 1 → Nov 12+13.2%

[…]1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $17,316+20.1%

[…]5 years · per year$10,000 became […] · $15,546+9.2%

0.65%Expense ratio$65 · $40 a year on $10k · lower is better0.40%

1.81%Trailing 12-mo yield$181 · $421 a year on $10k4.21%

[…]Worst dropSmaller is better−8.6%

[…]VolatilityLower is calmer10.7%

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

1–2WDIV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5LGEN.L2.0%

not top 50992.HK2.0%

not top 5MO1.8%

not top 5HIW1.7%

not top 5APA.AX1.7%

Held in common2.8%

End-of-day Nov 12, 2026 · share of each fund

CSIO vs WDIV Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

WDIVSPDR

+15.6%

past year

CSIOWDIVFaded: behind in that period

1–0CSIO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs JEPI

YTD

CohenSteersCSIO

+16.3%

JEPIJ.P. Morgan

+8.3%

+16.3%Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

1.8%Yield7.9%

$53.4MAssets$46.8B

1–1level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSIO, WDIV, DRAM, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

WDIV4.21%$421

CSIO1.81%$181

DRAM0.00%$0

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

WDIV$421 − $40 = $381

CSIO$181 − $65 = $116

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSIO, WDIV, DRAM, JEPI

Today

4.3%most shared, CSIO and JEPI

CSIOWDIVDRAMJEPI

CSIO—2.8%0.0%4.3%

WDIV2.8%—0.0%0.7%

DRAM0.0%0.0%—1.5%

JEPI4.3%0.7%1.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.6%WDIV, at 10.7% volatility

JEPIWorst drop−6.7%9.0% vol

WDIVWorst drop−8.6%10.7% vol

CSIOWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSIO

+8.3%Year to date+16.3%

7.9%Yield1.8%

+10.1%Past year[…]

0.35%Fee0.65%

2–1JEPI wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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CSIO, WDIV, DRAM and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four