Compare · 3 funds side by side · dividends reinvested

CSIO, IFRA and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

CSIO, IFRA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.6

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.82%+7.6%+8.5%+18.5%+11.2%−13.7%15.5%$3.9B1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$55M2.0

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 · IFRA 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $3.9B$17,009

IFRA

SMH

VanEck Semiconductor ETF · $57.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IFRAMeasureSMH

+7.6%Year to dateJan 1 → Nov 6+28.8%

+8.5%1 yearTotal return+29.5%

+18.5%3 years · per year$10,000 became $16,660 · $33,022+48.9%

+11.2%5 years · per year$10,000 became $17,009 · $34,950+28.4%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

1.82%Trailing 12-mo yield$182 · $24 a year on $10k0.24%

−13.7%Worst dropSmaller is better−33.1%

15.5%VolatilityLower is calmer42.9%

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

4–4Level

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

More Ways to See the Pairs

IFRA vs SMH: Top 5 Holdings

Today

IFRA

18.9%in top 5

SMH

in top 547.8%

IFRAStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

4.5%NEEnot top 5

4.3%UNPnot top 5

3.8%CSXnot top 5

3.2%SOnot top 5

3.1%PWRnot top 5

Held in common0.0%

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

IFRA vs SMH Returns, Every Period

iSharesIFRA

+11.2%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

IFRASMHFaded: behind in that period

0–4SMH wins

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

IFRA vs CSIO

YTD

iSharesIFRA

+7.6%

CSIOCohenSteers

+13.9%

+7.6%Year to date+13.9%

−13.7%Worst drop · 1Y[…]

15.5%Volatility · 1Y[…]

1.8%Yield1.9%

$3.9BAssets$55.1M

2–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, IFRA, SMH

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SMH0.35%$35

CSIO0.65%$65

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

Yields: CSIO, IFRA, SMH

1.85%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.85%$185

IFRA1.82%$182

SMH0.24%$24

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

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

CSIO$185 − $65 = $120

SMH$24 − $35 = −$11

KeptFee

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

Overlap: CSIO, IFRA, SMH

Today

22.3%most shared, CSIO and IFRA

CSIOIFRASMH

CSIO—22.3%0.0%

IFRA22.3%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IFRAWorst drop−13.7%15.5% vol

SMHWorst drop−33.1%42.9% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOSMH

+13.9%Year to date+28.8%

1.9%Yield0.2%

[…]Past year+29.5%

0.65%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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