CSIO vs WDIV

ACSIO

BWDIV

Measures won0–2WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income4.20%WDIV · $420 on $10k

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

Held in common2.8%CSIO and WDIV

CSIO

WDIV

Cohen & Steers Infrastructure Opportunities Active ETF · $55MState Street SPDR S&P Global Dividend ETF · $286M

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

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

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

1.84%12-mo yield$184 · $420 on $10k4.20%

[…]Worst dropSmaller wins−8.6%

[…]VolatilityLower wins10.6%

0–2WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · WDIV

4.6%APA.AX1.7%

5.5%TRP.TO1.1%

Held in common2.8%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$286M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$286M
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 WDIV

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

WDIV

SPDR S&P Global Dividend

$15,576

MeasureCSIOWDIV

Fee0.65%0.40%

Cost on $10k a year$65$40

Yield1.84%4.20%

5 years, per year[…]+9.3%

3 years, per year[…]+21.4%

Worst drop · 1Y[…]−8.6%

Volatility · 1Y[…]10.6%

2–0measures won
WDIV first

2.8%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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, WDIV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CSIOWDIVSCHDVIG

CSIO—2.8%0.0%2.2%

WDIV2.8%—4.7%0.0%

SCHD0.0%4.7%—14.5%

VIG2.2%0.0%14.5%—

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

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CSIO$184 − $65 = $119

KeptFee

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