Compare · 4 funds side by side · dividends reinvested

WDIV, CSIO, SCHD and SMH

WDIVSPDR×CSIOCohenSteers×SCHDSchwab×SMHVanEck×

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

02 / 04

WDIV, CSIO, SCHD and SMH, 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

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.3

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%$286M2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$55M3.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

WDIV

CSIO

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

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

WDIVMeasureCSIO

+13.5%Year to dateJan 1 → Nov 5+14.8%

+19.7%1 yearTotal return[…]

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

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

0.40%Expense ratio$40 · $65 a year on $10k · lower is better0.65%

4.20%Trailing 12-mo yield$420 · $184 a year on $10k1.84%

−8.6%Worst dropSmaller is better[…]

10.6%VolatilityLower is calmer[…]

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

2–1WDIV wins

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

More Ways to See the Pairs

WDIV vs CSIO: Top 5 Holdings

Today

WDIV

9.4%in top 5

CSIO

in top 531.1%

WDIVStockCSIO

not top 5CSX7.2%

not top 5NEE6.4%

not top 5WMB6.0%

not top 5ETR6.0%

not top 5TRP.TO5.5%

2.0%0992.HKnot top 5

2.0%LGEN.Lnot top 5

1.9%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

Held in common2.8%

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

WDIV vs CSIO Returns, Every Period

SPDRWDIV

+19.7%

past year

CSIOCohenSteers

[…]

past year

WDIVCSIOFaded: behind in that period

0–1CSIO wins

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

WDIV vs SCHD

YTD

SPDRWDIV

+13.5%

SCHDSchwab

+32.3%

+13.5%Year to date+32.3%

−8.6%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y11.7%

4.2%Yield3.0%

$286MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: WDIV, CSIO, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

WDIV0.40%$40

CSIO0.65%$65

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

Yields: WDIV, CSIO, SCHD, SMH

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

SCHD2.98%$298

CSIO1.84%$184

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

SCHD$298 − $6 = $292

CSIO$184 − $65 = $119

SMH$25 − $35 = −$10

KeptFee

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

Overlap: WDIV, CSIO, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

WDIVCSIOSCHDSMH

WDIV—2.8%4.7%0.0%

CSIO2.8%—0.0%0.0%

SCHD4.7%0.0%—8.6%

SMH0.0%0.0%8.6%—

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

SCHDWorst drop−6.9%11.7% 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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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

$37.6BAssets$57.7B

2–0SOXX 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