CSIO vs WDIV

ACSIO

BWDIV

Measures won0–2WDIV wins · of 6 · 5Y

$10,000 · 5Y$35,624SMH · FID $15,622

Lowest cost0.35%SMH · $35 on $10k

Most income4.20%WDIV · $420 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common2.8%CSIO and WDIV

CSIO

WDIV

Cohen & Steers Infrastructure Opportunities Active ETF · $53MState Street SPDR S&P Global Dividend ETF · $278M

[…]3 years · per year[…] · $17,007+19.4%

[…]5 years · per year[…] · $15,602+9.3%

0.65%Expense ratio$65 · $40 on $10k · lower wins0.40%

1.82%12-mo yield$182 · $420 on $10k4.20%

[…]Worst dropSmaller wins−8.6%

[…]VolatilityLower wins10.8%

0–2WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · WDIV

4.6%APA.AX1.7%

5.7%TRP.TO1.1%

Held in common2.8%

End-of-day Nov 10, 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%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	FID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.97%	+1.3%	+12.4%	+17.8%	+20.2%	+9.3%	−8.9%	$167M
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−0.6%	+13.4%	+17.3%	+19.4%	+9.3%	−8.6%	$278M
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.82%	−0.3%	+15.7%	new	new	new	[…]	$53M

End-of-day Nov 10, 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%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	FID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.97%	+1.3%	+12.4%	+17.8%	+20.2%	+9.3%	−8.9%	$167M
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−0.6%	+13.4%	+17.3%	+19.4%	+9.3%	−8.6%	$278M
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.82%	−0.3%	+15.7%	new	new	new	[…]	$53M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSIO vs WDIV

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

WDIV

SPDR S&P Global Dividend

$15,602

MeasureCSIOWDIV

Fee0.65%0.40%

Cost on $10k a year$65$40

Yield1.82%4.20%

5 years, per year[…]+9.3%

3 years, per year[…]+19.4%

Worst drop · 1Y[…]−8.6%

Volatility · 1Y[…]10.8%

2–0measures won
WDIV first

2.8%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: CSIO, FID, WDIV, SMH

Today

63.2%most shared, FID and WDIV

CSIOFIDWDIVSMH

CSIO—3.7%2.8%0.0%

FID3.7%—63.2%0.0%

WDIV2.8%63.2%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

FID$397 − $60 = $337

CSIO$182 − $65 = $117

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee