Compare · 4 funds side by side · dividends reinvested

CSIO, GRID, IGV and SMH

CSIOCohenSteers×GRIDFirst Trust×IGViShares×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

CSIO, GRID, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.96%+6.0%+4.7%+23.1%+10.6%−23.5%26.3%$10.4B2.0

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M2.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B3.0

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 · GRID 2009 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B$16,504

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CSIOMeasureGRID

+16.1%Year to dateJan 1 → Nov 9+6.0%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,673+23.1%

[…]5 years · per year$10,000 became […] · $16,518+10.6%

0.65%Expense ratio$65 · $56 a year on $10k · lower is better0.56%

1.82%Trailing 12-mo yield$182 · $96 a year on $10k0.96%

[…]Worst dropSmaller is better−23.5%

[…]VolatilityLower is calmer26.3%

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

2–1CSIO wins

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

More Ways to See the Pairs

CSIO vs GRID: Top 5 Holdings

Today

CSIO

31.6%in top 5

GRID

in top 539.1%

CSIOStockGRID

not top 5JCI8.7%

not top 5PWR8.2%

not top 5ETN7.8%

not top 5ABBN.SW7.7%

7.2%CSXnot top 5

not top 5SU.PA6.8%

6.6%NEEnot top 5

6.2%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

Held in common0.8%

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

CSIO vs GRID Returns, Every Period

CohenSteersCSIO

[…]

past year

GRIDFirst Trust

+4.7%

past year

CSIOGRIDFaded: behind in that period

1–0CSIO wins

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

CSIO vs GRID

YTD

CohenSteersCSIO

+16.1%

GRIDFirst Trust

+6.0%

+16.1%Year to date+6.0%

[…]Worst drop · 1Y−23.5%

[…]Volatility · 1Y26.3%

1.8%Yield1.0%

$52.5MAssets$10.4B

2–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, GRID, IGV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

GRID0.56%$56

CSIO0.65%$65

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

Yields: CSIO, GRID, IGV, SMH

1.82%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.82%$182

GRID0.96%$96

SMH0.23%$23

IGV0.02%$2

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

Income After Fees on $10,000

$117most kept, CSIO

CSIO$182 − $65 = $117

GRID$96 − $56 = $40

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

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

Overlap: CSIO, GRID, IGV, SMH

Today

4.8%most shared, IGV and SMH

CSIOGRIDIGVSMH

CSIO—0.8%0.0%0.0%

GRID0.8%—1.2%4.4%

IGV0.0%1.2%—4.8%

SMH0.0%4.4%4.8%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

GRIDWorst drop−23.5%26.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.1% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOSMH

+16.1%Year to date+35.3%

1.8%Yield0.2%

[…]Past year+39.3%

0.65%Fee0.35%

2–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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