CSIO vs FID

ACSIO

BFID

Measures won0–2FID wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FID $15,483

Lowest cost0.06%SCHD · $6 on $10k

Most income3.98%FID · $398 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.7%CSIO and FID

CSIO

FID

Cohen & Steers Infrastructure Opportunities Active ETF · $55MFirst Trust S&P International Dividend Aristocrats ETF · $172M

[…]3 years · per year[…] · $17,808+21.2%

[…]5 years · per year[…] · $15,483+9.1%

0.65%Expense ratio$65 · $60 on $10k · lower wins0.60%

1.84%12-mo yield$184 · $398 on $10k3.98%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins10.6%

0–2FID wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · FID

4.6%APA.AX2.3%

5.5%TRP.TO1.4%

Held in common3.7%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.98%	−2.0%	+12.1%	+18.8%	+21.2%	+9.1%	−8.9%	$172M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.84%	−1.5%	+14.8%	new	new	new	[…]	$55M

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.98%	−2.0%	+12.1%	+18.8%	+21.2%	+9.1%	−8.9%	$172M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.84%	−1.5%	+14.8%	new	new	new	[…]	$55M

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

Cards for this view

CSIO vs FID

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

FID

First Trust S&P International Dividend Aristocrats

$15,483

MeasureCSIOFID

Fee0.65%0.60%

Cost on $10k a year$65$60

Yield1.84%3.98%

5 years, per year[…]+9.1%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]10.6%

2–0measures won
FID first

3.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSIO, FID, IGV, SCHD

Today

3.7%most shared, CSIO and FID

CSIOFIDIGVSCHD

CSIO—3.7%0.0%0.0%

FID3.7%—0.0%0.0%

IGV0.0%0.0%—0.0%

SCHD0.0%0.0%0.0%—

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

Income After Fees on $10,000

$338most kept, FID

FID$398 − $60 = $338

SCHD$298 − $6 = $292

CSIO$184 − $65 = $119

IGV$2 − $38 = −$36

KeptFee

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