Compare · 4 funds side by side · dividends reinvested

CSIO, IVV, SPY and VOO

CSIOCohenSteers×IVViShares×SPYSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

CSIO, IVV, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$850B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.9

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 · IVV 2000 · SPY 1993 · VOO 2010

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, SPY, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

CSIO0.65%$65

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

Yields: CSIO, IVV, SPY, VOO

1.85%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.85%$185

IVV1.14%$114

VOO1.10%$110

SPY1.03%$103

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: CSIO, IVV, SPY, VOO

Today

99.9%most shared, IVV and SPY

CSIOIVVSPYVOO

CSIO—1.4%1.4%1.2%

IVV1.4%—99.9%92.2%

SPY1.4%99.9%—92.2%

VOO1.2%92.2%92.2%—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOIVV

+13.9%Year to date+8.7%

1.9%Yield1.1%

[…]Past year+9.8%

0.65%Fee0.03%

2–1CSIO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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