Compare · 2 funds side by side · dividends reinvested

CSIO and UTES

CSIOCohenSteers×UTESVirtus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,718UTES · best of the two

02 / 03

CSIO and UTES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.64%−4.2%−9.9%+23.4%+13.4%−17.6%22.5%$1.2B1.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.6%[…][…][…][…][…]$53M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSIO 2025 · UTES 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

UTES

Virtus Reaves Utilities ETF · $1.2B$18,718

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

CSIOMeasureUTES

+16.6%Year to dateJan 1 → Nov 4−4.2%

[…]1 yearTotal return−9.9%

[…]3 years · per year$10,000 became […] · $18,797+23.4%

[…]5 years · per year$10,000 became […] · $18,717+13.4%

0.65%Expense ratio$65 · $49 a year on $10k · lower is better0.49%

1.81%Trailing 12-mo yield$181 · $164 a year on $10k1.64%

[…]Worst dropSmaller is better−17.6%

[…]VolatilityLower is calmer22.5%

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

2–1CSIO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSIO vs UTES: Top 5 Holdings

Today

CSIO

31.2%in top 5

UTES

in top 546.4%

CSIOStockUTES

not top 5TLN11.6%

not top 5CEG11.3%

not top 5VST9.5%

not top 5XEL7.2%

7.1%CSXnot top 5

not top 5CNP6.8%

6.4%WMBnot top 5

6.2%NEEnot top 5

5.9%ETRnot top 5

5.6%TRP.TOnot top 5

Held in common22.4%

End-of-day Nov 4, 2026 · share of each fund

CSIO vs UTES Returns, Every Period

CohenSteersCSIO

[…]

past year

UTESVirtus

−9.9%

past year

CSIOUTESFaded: behind in that period

1–0CSIO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: CSIO vs UTES

YTD

CohenSteersCSIO

+16.6%

UTESVirtus

−4.2%

+16.6%Year to date−4.2%

[…]Worst drop · 1Y−17.6%

[…]Volatility · 1Y22.5%

1.8%Yield1.6%

$53.4MAssets$1.2B

2–0CSIO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, UTES

Today

0.49%lowest, UTES

FundExpense ratioFee$10k

UTES0.49%$49

CSIO0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSIO, UTES

1.81%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.81%$181

UTES1.64%$164

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, CSIO

CSIO$181 − $65 = $116

UTES$164 − $49 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSIO, UTES

Today

22.4%most shared, CSIO and UTES

CSIOUTES

CSIO—22.4%

UTES22.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−9.9%UTES, at 22.5% volatility

UTESWorst drop−17.6%22.5% vol

CSIOWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSIOUTES

+16.6%Year to date−4.2%

1.8%Yield1.6%

[…]Past year−9.9%

0.65%Fee0.49%

2–1CSIO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026