CSIO vs DGRO

ACSIO

BDGRO

Measures won0–2DGRO wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · DGRO $16,835

Lowest cost0.04%VIG · $4 on $10k

Most income1.87%DGRO · $187 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common3.9%CSIO and DGRO

CSIO

DGRO

Cohen & Steers Infrastructure Opportunities Active ETF · $54MiShares Core Dividend Growth ETF · $44.7B

[…]3 years · per year[…] · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

1.85%12-mo yield$185 · $187 on $10k1.87%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins10.2%

0–2DGRO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · DGRO

6.7%NEE1.2%

2.1%SO0.8%

5.2%UNP0.8%

6.1%ETR0.3%

Held in common3.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSIO vs DGRO

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureCSIODGRO

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield1.85%1.87%

5 years, per year[…]+11.0%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]10.2%

1–0measures won
DGRO first

3.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSIO, DGRO, VIG, SMH

Today

68.1%most shared, DGRO and VIG

CSIODGROVIGSMH

CSIO—3.9%2.2%0.0%

DGRO3.9%—68.1%4.5%

VIG2.2%68.1%—10.3%

SMH0.0%4.5%10.3%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

CSIO$185 − $65 = $120

SMH$24 − $35 = −$11

KeptFee

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