Compare · 3 funds side by side · dividends reinvested

CSIO, IFRA and SOXX

CSIOCohenSteers×IFRAiShares×SOXXiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,442SOXX · best of the three

02 / 04

CSIO, IFRA and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B1.6

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.76%+10.9%+12.7%+18.8%+11.6%−13.7%15.8%$4.0B1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSIO 2025 · IFRA 2018 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

IFRA

iShares U.S. Infrastructure ETF · $4.0B$17,293

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

CSIOMeasureIFRA

+16.1%Year to dateJan 1 → Nov 9+10.9%

[…]1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $16,765+18.8%

[…]5 years · per year$10,000 became […] · $17,293+11.6%

0.65%Expense ratio$65 · $30 a year on $10k · lower is better0.30%

1.82%Trailing 12-mo yield$182 · $176 a year on $10k1.76%

[…]Worst dropSmaller is better−13.7%

[…]VolatilityLower is calmer15.8%

CSIOIFRA 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 IFRA: Top 5 Holdings

Today

CSIO

31.6%in top 5

IFRA

in top 518.8%

CSIOStockIFRA

7.2%CSX3.7%

6.6%NEE4.4%

6.2%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5UNP4.2%

not top 5PWR3.3%

not top 5SO3.2%

Held in common22.0%

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

CSIO vs IFRA Returns, Every Period

CohenSteersCSIO

[…]

past year

IFRAiShares

+12.7%

past year

CSIOIFRAFaded: behind in that period

1–0CSIO wins

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

CSIO vs IFRA

YTD

CohenSteersCSIO

+16.1%

IFRAiShares

+10.9%

+16.1%Year to date+10.9%

[…]Worst drop · 1Y−13.7%

[…]Volatility · 1Y15.8%

1.8%Yield1.8%

$52.5MAssets$4.0B

1–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, IFRA, SOXX

Today

0.30%lowest, IFRA

FundExpense ratioFee$10k

IFRA0.30%$30

SOXX0.33%$33

CSIO0.65%$65

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

Yields: CSIO, IFRA, SOXX

1.82%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.82%$182

IFRA1.76%$176

SOXX0.28%$28

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

Income After Fees on $10,000

$146most kept, IFRA

IFRA$176 − $30 = $146

CSIO$182 − $65 = $117

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: CSIO, IFRA, SOXX

Today

22.0%most shared, CSIO and IFRA

CSIOIFRASOXX

CSIO—22.0%0.0%

IFRA22.0%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

IFRAWorst drop−13.7%15.8% vol

SOXXWorst drop−39.5%49.8% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOSOXX

+16.1%Year to date+46.5%

1.8%Yield0.3%

[…]Past year+48.5%

0.65%Fee0.33%

2–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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