Compare · 4 funds side by side · dividends reinvested

CSIO, EMLP, SOXX and CIBR

CSIOCohenSteers×EMLPFirst Trust×SOXXiShares×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,892SOXX · best of the four

02 / 04

CSIO, EMLP, SOXX and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.85%+16.1%+17.7%+21.4%+15.3%−7.9%11.2%$4.2B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$55M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSIO 2025 · EMLP 2012 · SOXX 2001 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $55M[…]

CSIO

EMLP

First Trust North American Energy Infrastructure Fund · $4.2B$20,336

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

CSIOMeasureEMLP

+13.9%Year to dateJan 1 → Nov 6+16.1%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,913+21.4%

[…]5 years · per year$10,000 became […] · $20,336+15.3%

0.65%Expense ratio$65 · $95 a year on $10k · lower is better0.95%

1.85%Trailing 12-mo yield$185 · $285 a year on $10k2.85%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.2%

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

1–2EMLP wins

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

More Ways to See the Pairs

CSIO vs EMLP: Top 5 Holdings

Today

CSIO

31.7%in top 5

EMLP

in top 527.6%

CSIOStockEMLP

not top 5EPD8.9%

7.3%CSXnot top 5

not top 5ET7.1%

6.7%NEEnot top 5

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5MPLX4.4%

not top 5PAGP3.6%

not top 5KMI3.5%

Held in common12.0%

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

CSIO vs EMLP Returns, Every Period

CohenSteersCSIO

[…]

past year

EMLPFirst Trust

+17.7%

past year

CSIOEMLPFaded: behind in that period

0–1EMLP wins

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

CSIO vs EMLP

YTD

CohenSteersCSIO

+13.9%

EMLPFirst Trust

+16.1%

+13.9%Year to date+16.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.2%

1.9%Yield2.8%

$55.1MAssets$4.2B

2–0EMLP wins

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

Cost, Income and Risk

Fees: CSIO, EMLP, SOXX, CIBR

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

CIBR0.58%$58

CSIO0.65%$65

EMLP0.95%$95

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

Yields: CSIO, EMLP, SOXX, CIBR

2.85%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.85%$285

CSIO1.85%$185

SOXX0.76%$76

CIBR0.43%$43

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

Income After Fees on $10,000

$190most kept, EMLP

EMLP$285 − $95 = $190

CSIO$185 − $65 = $120

SOXX$76 − $33 = $43

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: CSIO, EMLP, SOXX, CIBR

Today

12.0%most shared, CSIO and EMLP

CSIOEMLPSOXXCIBR

CSIO—12.0%0.0%0.0%

EMLP12.0%—0.0%0.0%

SOXX0.0%0.0%—6.9%

CIBR0.0%0.0%6.9%—

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

Return vs Bumpiness: 4 ETFs

+34.5%SOXX, at 49.4% volatility

EMLPWorst drop−7.9%11.2% vol

CIBRWorst drop−20.6%31.1% vol

SOXXWorst drop−39.5%49.4% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

EMLPSOXX

+16.1%Year to date+36.2%

2.8%Yield0.8%

+17.7%Past year+34.5%

0.95%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026