CSIO vs SCHD
Cohen & Steers Infrastructure Opportunities Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CSIO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $47M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 31 | 104 | |
| YTD Return | +14.40% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -5.9% | -33.4% | |
| Fund Family | Cohen & Steers Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 9, 2025 | Oct 20, 2011 |
CSIO vs SCHD Performance
Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) is a ETF from Cohen & Steers Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CSIO is up 14.40% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.9% for CSIO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CSIO charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, CSIO currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CSIO and SCHD share 0 holdings out of 129 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CSIO or SCHD?
CSIO has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
What is the holdings overlap between CSIO and SCHD?
CSIO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, CSIO or SCHD?
CSIO yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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