Compare · 4 funds side by side · dividends reinvested

CSIO, WDIV, SCHD and VIG

CSIOCohenSteers×WDIVSPDR×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

CSIO, WDIV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.5%+19.7%+21.4%+9.3%−8.6%10.6%$286M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$55M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSIO 2025 · WDIV 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $55M[…]

CSIO

WDIV

State Street SPDR S&P Global Dividend ETF · $286M$15,576

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

CSIOMeasureWDIV

+14.8%Year to dateJan 1 → Nov 5+13.5%

[…]1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $17,881+21.4%

[…]5 years · per year$10,000 became […] · $15,576+9.3%

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

1.84%Trailing 12-mo yield$184 · $420 a year on $10k4.20%

[…]Worst dropSmaller is better−8.6%

[…]VolatilityLower is calmer10.6%

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

1–2WDIV wins

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

More Ways to See the Pairs

CSIO vs WDIV: Top 5 Holdings

Today

CSIO

31.1%in top 5

WDIV

in top 59.4%

CSIOStockWDIV

7.2%CSXnot top 5

6.4%NEEnot top 5

6.0%WMBnot top 5

6.0%ETRnot top 5

5.5%TRP.TOnot top 5

not top 50992.HK2.0%

not top 5LGEN.L2.0%

not top 5TEP.PA1.9%

not top 5MO1.8%

not top 5HIW1.7%

Held in common2.8%

End-of-day Nov 5, 2026 · share of each fund

CSIO vs WDIV Returns, Every Period

CohenSteersCSIO

[…]

past year

WDIVSPDR

+19.7%

past year

CSIOWDIVFaded: behind in that period

1–0CSIO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs WDIV

YTD

CohenSteersCSIO

+14.8%

WDIVSPDR

+13.5%

+14.8%Year to date+13.5%

[…]Worst drop · 1Y−8.6%

[…]Volatility · 1Y10.6%

1.8%Yield4.2%

$55.1MAssets$286M

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, WDIV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

WDIV0.40%$40

CSIO0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSIO, WDIV, SCHD, VIG

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

SCHD2.98%$298

CSIO1.84%$184

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CSIO$184 − $65 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSIO, WDIV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CSIOWDIVSCHDVIG

CSIO—2.8%0.0%2.2%

WDIV2.8%—4.7%0.0%

SCHD0.0%4.7%—14.5%

VIG2.2%0.0%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

WDIVWorst drop−8.6%10.6% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CSIOWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVSCHD

+13.5%Year to date+32.3%

4.2%Yield3.0%

+19.7%Past year+38.7%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026