Compare · 3 funds side by side · dividends reinvested

CSIO, WDIV and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

CSIO, WDIV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$281M1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$53M2.3

Rank among the three1st → 3rdFee, 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 · VYM 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, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

WDIV0.40%$40

CSIO0.65%$65

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

Yields: CSIO, WDIV, VYM

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

VYM2.30%$230

CSIO1.84%$184

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

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

VYM$230 − $4 = $226

CSIO$184 − $65 = $119

KeptFee

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

Overlap: CSIO, WDIV, VYM

Today

2.8%most shared, CSIO and WDIV

CSIOWDIVVYM

CSIO—2.8%2.7%

WDIV2.8%—2.5%

VYM2.7%2.5%—

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

Return vs Bumpiness: 3 ETFs

+19.7%WDIV, at 10.6% volatility

WDIVWorst drop−8.6%10.6% vol

VYMWorst drop−6.7%10.6% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

WDIVCSIO

+13.5%Year to date+14.8%

4.2%Yield1.8%

+19.7%Past year[…]

0.40%Fee0.65%

2–1WDIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026