Compare · 4 funds side by side · dividends reinvested

CSIO, SMH, SOXX and CIBR

CSIOCohenSteers×SMHVanEck×SOXXiShares×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

CSIO, SMH, SOXX and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$55M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSIO 2025 · SMH 2011 · SOXX 2001 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

SMH

VanEck Semiconductor ETF · $57.7B$33,824

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

CSIOMeasureSMH

+14.8%Year to dateJan 1 → Nov 5+24.3%

[…]1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.84%Trailing 12-mo yield$184 · $25 a year on $10k0.25%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer42.8%

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

1–2SMH wins

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

More Ways to See the Pairs

CSIO vs SMH: Top 5 Holdings

Today

CSIO

31.1%in top 5

SMH

in top 547.4%

CSIOStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

7.2%CSXnot top 5

6.4%NEEnot top 5

not top 5TXN6.1%

6.0%WMBnot top 5

6.0%ETRnot top 5

not top 5AVGO5.8%

5.5%TRP.TOnot top 5

not top 5AMD5.4%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CSIO vs SMH Returns, Every Period

CohenSteersCSIO

[…]

past year

SMHVanEck

+27.3%

past year

CSIOSMHFaded: behind in that period

0–1SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSIO vs SOXX

YTD

CohenSteersCSIO

+14.8%

SOXXiShares

+31.6%

+14.8%Year to date+31.6%

[…]Worst drop · 1Y−39.5%

[…]Volatility · 1Y49.4%

1.8%Yield0.8%

$55.1MAssets$37.6B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, SMH, SOXX, CIBR

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

CIBR0.58%$58

CSIO0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSIO, SMH, SOXX, CIBR

1.84%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.84%$184

SOXX0.78%$78

CIBR0.43%$43

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, CSIO

CSIO$184 − $65 = $119

SOXX$78 − $33 = $45

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSIO, SMH, SOXX, CIBR

Today

69.8%most shared, SMH and SOXX

CSIOSMHSOXXCIBR

CSIO—0.0%0.0%0.0%

SMH0.0%—69.8%5.8%

SOXX0.0%69.8%—7.2%

CIBR0.0%5.8%7.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+34.0%SOXX, at 49.4% volatility

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

SOXXWorst drop−39.5%49.4% vol

CSIOWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSIOSOXX

+14.8%Year to date+31.6%

1.8%Yield0.8%

[…]Past year+34.0%

0.65%Fee0.33%

2–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026