Compare · 4 funds side by side · dividends reinvested

CSIO, WDIV, SMH and VIG

CSIOCohenSteers×WDIVSPDR×SMHVanEck×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

CSIO, WDIV, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.0

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%$281M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$53M2.7

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 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

WDIV

State Street SPDR S&P Global Dividend ETF · $281M$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%

$53.2MAssets$281M

1–1level

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

Cost, Income and Risk

Fees: CSIO, WDIV, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

WDIV0.40%$40

CSIO0.65%$65

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

Yields: CSIO, WDIV, SMH, VIG

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

CSIO1.84%$184

VIG1.49%$149

SMH0.25%$25

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

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

VIG$149 − $4 = $145

CSIO$184 − $65 = $119

SMH$25 − $35 = −$10

KeptFee

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

Overlap: CSIO, WDIV, SMH, VIG

Today

10.3%most shared, SMH and VIG

CSIOWDIVSMHVIG

CSIO—2.8%0.0%2.2%

WDIV2.8%—0.0%0.0%

SMH0.0%0.0%—10.3%

VIG2.2%0.0%10.3%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

WDIVWorst drop−8.6%10.6% vol

VIGWorst drop−7.9%10.8% vol

SMHWorst drop−33.1%42.8% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

WDIVSMH

+13.5%Year to date+24.3%

4.2%Yield0.2%

+19.7%Past year+27.3%

0.40%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026