WDIV vs CSIO

AWDIV

BCSIO

Measures won2–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income4.11%WDIV · $411 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 · $281MCohen & Steers Infrastructure Opportunities Active ETF · $53M

+22.4%3 years · per year$18,346 · […][…]

+9.8%5 years · per year$15,980 · […][…]

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

4.11%12-mo yield$411 · $181 on $10k1.81%

−8.6%Worst dropSmaller wins[…]

10.4%VolatilityLower wins[…]

2–0WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDIV · CSIO

1.7%APA.AX4.6%

1.1%TRP.TO5.6%

Held in common2.8%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
4	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.81%	+1.1%	+16.6%	new	new	new	[…]	$53M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
4	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.81%	+1.1%	+16.6%	new	new	new	[…]	$53M

End-of-day Nov 4, 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

$15,980

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureWDIVCSIO

Fee0.40%0.65%

Cost on $10k a year$40$65

Yield4.11%1.81%

5 years, per year+9.8%[…]

3 years, per year+22.4%[…]

Worst drop · 1Y−8.6%[…]

Volatility · 1Y10.4%[…]

2–0measures won
WDIV first

2.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WDIV, CSIO, SMH, SCHD

Today

8.6%most shared, SMH and SCHD

WDIVCSIOSMHSCHD

WDIV—2.8%0.0%4.8%

CSIO2.8%—0.0%0.0%

SMH0.0%0.0%—8.6%

SCHD4.8%0.0%8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

SCHD$291 − $6 = $285

CSIO$181 − $65 = $116

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee