Compare · 4 funds side by side · dividends reinvested

CSIO, EMLP, CIBR and IGV

CSIOCohenSteers×EMLPFirst Trust×CIBRFirst Trust×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,285EMLP · best of the four

02 / 04

CSIO, EMLP, CIBR and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M2.7

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSIO 2025 · EMLP 2012 · CIBR 2015 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

CSIO

Cohen & Steers Infrastructure Opportunities Active ETF · $53M[…]

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

EMLPMeasureCSIO

+17.2%Year to dateJan 1 → Nov 9+16.1%

+18.4%1 yearTotal return[…]

+20.7%3 years · per year$10,000 became $17,569 · […][…]

+15.2%5 years · per year$10,000 became $20,285 · […][…]

0.95%Expense ratio$95 · $65 a year on $10k · lower is better0.65%

2.82%Trailing 12-mo yield$282 · $182 a year on $10k1.82%

−7.9%Worst dropSmaller is better[…]

11.3%VolatilityLower is calmer[…]

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

2–1EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs CSIO: Top 5 Holdings

Today

EMLP

27.8%in top 5

CSIO

in top 531.6%

EMLPStockCSIO

9.0%EPDnot top 5

7.2%ETnot top 5

not top 5CSX7.2%

not top 5NEE6.6%

not top 5ETR6.2%

not top 5WMB5.9%

not top 5TRP.TO5.7%

4.4%MPLXnot top 5

3.5%PAGPnot top 5

3.5%KMInot top 5

Held in common12.1%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs CSIO Returns, Every Period

First TrustEMLP

+18.4%

past year

CSIOCohenSteers

[…]

past year

EMLPCSIOFaded: behind in that period

1–0EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EMLP vs CSIO

YTD

First TrustEMLP

+17.2%

CSIOCohenSteers

+16.1%

+17.2%Year to date+16.1%

−7.9%Worst drop · 1Y[…]

11.3%Volatility · 1Y[…]

2.8%Yield1.8%

$4.1BAssets$52.5M

2–0EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, EMLP, CIBR, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

CIBR0.58%$58

CSIO0.65%$65

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSIO, EMLP, CIBR, IGV

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

CSIO1.82%$182

CIBR0.42%$42

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

CSIO$182 − $65 = $117

CIBR$42 − $58 = −$16

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSIO, EMLP, CIBR, IGV

Today

25.8%most shared, CIBR and IGV

CSIOEMLPCIBRIGV

CSIO—12.1%0.0%0.0%

EMLP12.1%—0.0%0.0%

CIBR0.0%0.0%—25.8%

IGV0.0%0.0%25.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%CIBR, at 31.3% volatility

EMLPWorst drop−7.9%11.3% vol

CIBRWorst drop−20.6%31.3% vol

IGVWorst drop−33.2%32.9% vol

CSIOWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPCIBR

+17.2%Year to date+32.8%

2.8%Yield0.4%

+18.4%Past year+27.5%

0.95%Fee0.58%

3–1CIBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026