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FID and WDIV share 40.1% of their holdings.
| Side by side | CSIO | FID | WDIV |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.60% | 0.40% |
| Cost per year on $10k | $65 | $60 | $40 |
| Trailing 12-mo yield | 1.82% | 3.96% | 4.20% |
| Income per year on $10k | $182 | $396 | $420 |
| YTD | +16.2% | +12.8% | +13.5% |
| 1 year | — | +17.5% | +17.1% |
| 3 years · per year | — | +21.7% | +21.6% |
| 5 years · per year | — | +9.3% | +9.2% |
| Worst drop · 1Y | — | −8.9% | −8.6% |
| Volatility · 1Y | — | 10.3% | 10.2% |
| Holdings | 30 | 71 | 90 |
| Assets | $49M | $169M | $281M |
| Leverage | None | None | None |
| Since | 2025 | 2013 | 2013 |
Highlighted = best in the row. Returns include dividends.