Compare · 3 funds side by side · dividends reinvested

CSIO, IVV and SOXX

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

02 / 04

CSIO, IVV and SOXX, 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%$37.6B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

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 · IVV 2000 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

CSIOMeasureIVV

+13.9%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.85%Trailing 12-mo yield$185 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

2–1CSIO 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 IVV: Top 5 Holdings

Today

CSIO

31.7%in top 5

IVV

in top 527.8%

CSIOStockIVV

not top 5AAPL7.9%

7.3%CSXnot top 5

not top 5NVDA6.9%

6.7%NEEnot top 5

not top 5MSFT6.3%

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.4%

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

CSIO vs IVV Returns, Every Period

CohenSteersCSIO

[…]

past year

IVViShares

+9.8%

past year

CSIOIVVFaded: behind in that period

1–0CSIO wins

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

Thematic vs Core: CSIO vs IVV

YTD

CohenSteersCSIO

+13.9%

IVViShares

+8.7%

+13.9%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

1.9%Yield1.1%

$55.1MAssets$850B

2–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, IVV, SOXX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SOXX0.33%$33

CSIO0.65%$65

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

Yields: CSIO, IVV, SOXX

1.85%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.85%$185

IVV1.14%$114

SOXX0.76%$76

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

Income After Fees on $10,000

$120most kept, CSIO

CSIO$185 − $65 = $120

IVV$114 − $3 = $111

SOXX$76 − $33 = $43

KeptFee

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

Overlap: CSIO, IVV, SOXX

Today

14.2%most shared, IVV and SOXX

CSIOIVVSOXX

CSIO—1.4%0.0%

IVV1.4%—14.2%

SOXX0.0%14.2%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

IVVWorst drop−8.9%13.6% 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

CSIOSOXX

+13.9%Year to date+36.2%

1.9%Yield0.8%

[…]Past year+34.5%

0.65%Fee0.33%

2–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026