Compare · 4 funds side by side · dividends reinvested

CSIO, WDIV, SCHD and VYM

CSIOCohenSteers×WDIVSPDR×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

CSIO, WDIV, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.4%+18.3%+20.1%+9.2%−8.6%10.7%$278M2.4

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 · WDIV 2013 · SCHD 2011 · VYM 2006

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$16,454

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

CSIOMeasureSCHD

+16.1%Year to dateJan 1 → Nov 9+33.1%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,118+19.6%

[…]5 years · per year$10,000 became […] · $16,454+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

31.7%in top 5

SCHD

in top 521.4%

CSIOStockSCHD

7.3%CSXnot top 5

6.7%NEEnot top 5

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

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 WDIV

YTD

CohenSteersCSIO

+16.1%

WDIVSPDR

+13.4%

+16.1%Year to date+13.4%

[…]Worst drop · 1Y−8.6%

[…]Volatility · 1Y10.7%

1.8%Yield4.2%

$52.5MAssets$278M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, WDIV, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

WDIV0.40%$40

CSIO0.65%$65

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

Yields: CSIO, WDIV, SCHD, VYM

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

SCHD2.96%$296

VYM2.26%$226

CSIO1.82%$182

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CSIO$182 − $65 = $117

KeptFee

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

Overlap: CSIO, WDIV, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

CSIOWDIVSCHDVYM

CSIO—2.7%0.0%2.7%

WDIV2.7%—4.7%2.5%

SCHD0.0%4.7%—21.9%

VYM2.7%2.5%21.9%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

WDIVWorst drop−8.6%10.7% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

WDIVSCHD

+13.4%Year to date+33.1%

4.2%Yield3.0%

+18.3%Past year+39.1%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026