Compare · 3 funds side by side · dividends reinvested

CSIO, CIBR and XLE

CSIOCohenSteers×CIBRFirst Trust×XLESPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

CSIO, CIBR and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.0

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$54M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSIO 2025 · CIBR 2015 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

CSIO

Cohen & Steers Infrastructure Opportunities Active ETF · $54M[…]

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

XLEMeasureCSIO

+40.6%Year to dateJan 1 → Nov 6+13.9%

+45.0%1 yearTotal return[…]

+16.8%3 years · per year$10,000 became $15,939 · […][…]

+20.7%5 years · per year$10,000 became $25,568 · […][…]

0.08%Expense ratio$8 · $65 a year on $10k · lower is better0.65%

2.47%Trailing 12-mo yield$247 · $185 a year on $10k1.85%

−15.0%Worst dropSmaller is better[…]

23.3%VolatilityLower is calmer[…]

XLECSIO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–0XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs CSIO: Top 5 Holdings

Today

XLE

59.5%in top 5

CSIO

in top 531.7%

XLEStockCSIO

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5CSX7.3%

7.3%COPnot top 5

not top 5NEE6.7%

not top 5ETR6.1%

not top 5WMB5.9%

not top 5TRP.TO5.7%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common4.1%

End-of-day Nov 6, 2026 · share of each fund

XLE vs CSIO Returns, Every Period

SPDRXLE

+45.0%

past year

CSIOCohenSteers

[…]

past year

XLECSIOFaded: behind in that period

1–0XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLE vs CSIO

YTD

SPDRXLE

+40.6%

CSIOCohenSteers

+13.9%

+40.6%Year to date+13.9%

−15.0%Worst drop · 1Y[…]

23.3%Volatility · 1Y[…]

2.5%Yield1.9%

$40.5BAssets$54.5M

2–0XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, CIBR, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

CIBR0.58%$58

CSIO0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSIO, CIBR, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

CSIO1.85%$185

CIBR0.43%$43

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CSIO$185 − $65 = $120

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSIO, CIBR, XLE

Today

4.1%most shared, CSIO and XLE

CSIOCIBRXLE

CSIO—0.0%4.1%

CIBR0.0%—0.0%

XLE4.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

CIBRWorst drop−20.6%31.1% vol

CSIOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLECIBR

+40.6%Year to date+27.7%

2.5%Yield0.4%

+45.0%Past year+21.1%

0.08%Fee0.58%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026