Compare · 4 funds side by side · dividends reinvested

CSIO, SMH, VEA and IEFA

CSIOCohenSteers×SMHVanEck×VEAVanguard×IEFAiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

CSIO, SMH, VEA and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B2.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSIO 2025 · SMH 2011 · VEA 2007 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

CSIOMeasureSMH

+16.1%Year to dateJan 1 → Nov 9+35.3%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

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

1.82%Trailing 12-mo yield$182 · $23 a year on $10k0.23%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer43.1%

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

1–2SMH 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 SMH: Top 5 Holdings

Today

CSIO

31.6%in top 5

SMH

in top 547.8%

CSIOStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

7.2%CSXnot top 5

6.6%NEEnot top 5

6.2%ETRnot top 5

not top 5TXN6.2%

5.9%WMBnot top 5

not top 5AVGO5.9%

5.7%TRP.TOnot top 5

not top 5ADI5.0%

Held in common0.0%

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

CSIO vs SMH Returns, Every Period

CohenSteersCSIO

[…]

past year

SMHVanEck

+39.3%

past year

CSIOSMHFaded: behind in that period

0–1SMH wins

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

Thematic vs International: CSIO vs IEFA

YTD

CohenSteersCSIO

+16.1%

IEFAiShares

+11.1%

+16.1%Year to date+11.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.5%

1.8%Yield3.4%

$52.5MAssets$187B

1–1level

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

Cost, Income and Risk

Fees: CSIO, SMH, VEA, IEFA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

IEFA0.07%$7

SMH0.35%$35

CSIO0.65%$65

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

Yields: CSIO, SMH, VEA, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

VEA2.44%$244

CSIO1.82%$182

SMH0.23%$23

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

VEA$244 − $3 = $241

CSIO$182 − $65 = $117

SMH$23 − $35 = −$12

KeptFee

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

Overlap: CSIO, SMH, VEA, IEFA

Today

71.3%most shared, VEA and IEFA

CSIOSMHVEAIEFA

CSIO—0.0%0.6%0.2%

SMH0.0%—0.0%0.0%

VEA0.6%0.0%—71.3%

IEFA0.2%0.0%71.3%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

IEFAWorst drop−11.5%16.5% vol

VEAWorst drop−11.6%18.3% vol

SMHWorst drop−33.1%43.1% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

IEFASMH

+11.1%Year to date+35.3%

3.4%Yield0.2%

+15.8%Past year+39.3%

0.07%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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