WDIV vs CSIO

AWDIV

BCSIO

Measures won2–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income4.20%WDIV · $420 on $10k

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

Held in common2.8%WDIV and CSIO

WDIV

CSIO

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

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

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

0.40%Expense ratio$40 · $65 on $10k · lower wins0.65%

4.20%12-mo yield$420 · $184 on $10k1.84%

−8.6%Worst dropSmaller wins[…]

10.6%VolatilityLower wins[…]

2–0WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDIV · CSIO

1.7%APA.AX4.6%

1.1%TRP.TO5.5%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	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
3	AWDIV	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	BCSIO	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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	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
3	AWDIV	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	BCSIO	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

WDIV vs CSIO

WDIV

SPDR S&P Global Dividend

$15,576

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureWDIVCSIO

Fee0.40%0.65%

Cost on $10k a year$40$65

Yield4.20%1.84%

5 years, per year+9.3%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−8.6%[…]

Volatility · 1Y10.6%[…]

2–0measures won
WDIV first

2.8%

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX 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

Overlap: WDIV, CSIO, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

WDIVCSIOSCHDSMH

WDIV—2.8%4.7%0.0%

CSIO2.8%—0.0%0.0%

SCHD4.7%0.0%—8.6%

SMH0.0%0.0%8.6%—

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

CSIO$184 − $65 = $119

SMH$25 − $35 = −$10

KeptFee

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