Compare · 3 funds side by side · dividends reinvested

WDIV, CSIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

WDIV, CSIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$286M1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$55M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: WDIV 2013 · CSIO 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

CSIOMeasureSCHD

+13.9%Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.85%Trailing 12-mo yield$185 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–3SCHD wins

End-of-day Nov 6, 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 6, 2026 · share of each fund

CSIO vs SCHD Returns, Every Period

CohenSteersCSIO

[…]

past year

SCHDSchwab

+37.0%

past year

CSIOSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs WDIV

YTD

CohenSteersCSIO

+13.9%

WDIVSPDR

+12.2%

+13.9%Year to date+12.2%

[…]Worst drop · 1Y−8.6%

[…]Volatility · 1Y10.7%

1.9%Yield4.2%

$55.1MAssets$286M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDIV, CSIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WDIV0.40%$40

CSIO0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WDIV, CSIO, SCHD

4.25%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.25%$425

SCHD3.00%$300

CSIO1.85%$185

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

SCHD$300 − $6 = $294

CSIO$185 − $65 = $120

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WDIV, CSIO, SCHD

Today

4.7%most shared, WDIV and SCHD

WDIVCSIOSCHD

WDIV—2.7%4.7%

CSIO2.7%—0.0%

SCHD4.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

WDIVWorst drop−8.6%10.7% vol

SCHDWorst drop−6.9%11.7% vol

CSIOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVSCHD

+12.2%Year to date+31.4%

4.2%Yield3.0%

+17.5%Past year+37.0%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026