Compare · 4 funds side by side · dividends reinvested

CSIO, WDIV, SOXX and SCHD

CSIOCohenSteers×WDIVSPDR×SOXXiShares×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$28,376SOXX · best of the four

Story of the four · IncomeMost incomeWDIV · 4.21% · $421 a year on $10k

Story of the four · RiskSmallest drop

CSIO, WDIV, SOXX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.9

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+58.0%+43.8%+23.2%−39.5%50.0%$43.8B2.0

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%$281M2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$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 12, 2026 · returns include dividends · since: CSIO 2025 · WDIV 2013 · SOXX 2001 · SCHD 2011

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, SOXX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

WDIV0.40%$40

CSIO0.65%$65

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

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 WDIV

YTD

CohenSteersCSIO

+16.3%

WDIVSPDR

+13.2%

+16.3%Year to date+13.2%

[…]Worst drop · 1Y−8.6%

[…]Volatility · 1Y10.7%

1.8%Yield4.2%

$53.4MAssets$281M

1–1level

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

Yields: CSIO, WDIV, SOXX, SCHD

1Y

4.21%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.21%$421

SCHD2.93%$293

CSIO1.81%$181

SOXX0.27%$27

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

Income After Fees on $10,000

1Y

$381most kept, WDIV

WDIV$421 − $40 = $381

SCHD$293 − $6 = $287

CSIO$181 − $65 = $116

SOXX$27 − $33 = −$6

KeptFee

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

Overlap: CSIO, WDIV, SOXX, SCHD

Today

8.7%most shared, SOXX and SCHD

CSIOWDIVSOXXSCHD

CSIO—2.8%0.0%0.0%

WDIV2.8%—0.0%4.8%

SOXX0.0%0.0%—8.7%

SCHD0.0%4.8%8.7%—

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

Return vs Bumpiness: 4 ETFs

1Y

+58.0%SOXX, at 50.0% volatility

WDIVWorst drop−8.6%10.7% vol

SCHDWorst drop−6.9%11.7% vol

SOXXWorst drop−39.5%50.0% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

WDIVSOXX

+13.2%Year to date+54.7%

4.2%Yield0.3%

+15.6%Past year+58.0%

0.40%Fee0.33%

3–1SOXX wins

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

CSIO, WDIV, SOXX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four