Compare · 4 funds side by side · dividends reinvested

CSIO, UTES, SMH and VGT

CSIOCohenSteers×UTESVirtus×SMHVanEck×VGTVanguard×

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, UTES, SMH and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.0

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.64%−4.2%−9.9%+23.4%+13.4%−17.6%22.5%$1.2B2.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.6%[…][…][…][…][…]$53M2.7

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 · UTES 2015 · SMH 2011 · VGT 2004

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$18,198

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

CSIOMeasureUTES

+16.6%Year to dateJan 1 → Nov 5−4.2%

[…]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 5, 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

31.1%in top 5

UTES

in top 544.4%

CSIOStockUTES

not top 5TLN10.9%

not top 5CEG10.8%

not top 5VST8.4%

not top 5XEL7.6%

7.2%CSXnot top 5

not top 5CNP6.7%

6.4%NEEnot top 5

6.0%WMBnot top 5

6.0%ETRnot top 5

5.5%TRP.TOnot top 5

Held in common23.7%

End-of-day Nov 5, 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 5, 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%

$53.2MAssets$1.2B

2–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, UTES, SMH, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

UTES0.49%$49

CSIO0.65%$65

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

Yields: CSIO, UTES, SMH, VGT

1.81%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.81%$181

UTES1.64%$164

VGT0.41%$41

SMH0.22%$22

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

Income After Fees on $10,000

$116most kept, CSIO

CSIO$181 − $65 = $116

UTES$164 − $49 = $115

VGT$41 − $9 = $32

SMH$22 − $35 = −$13

KeptFee

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

Overlap: CSIO, UTES, SMH, VGT

Today

41.3%most shared, SMH and VGT

CSIOUTESSMHVGT

CSIO—23.7%0.0%0.0%

UTES23.7%—0.0%0.0%

SMH0.0%0.0%—41.3%

VGT0.0%0.0%41.3%—

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

Return vs Bumpiness: 4 ETFs

+38.2%SMH, at 41.2% volatility

UTESWorst drop−17.6%22.5% vol

VGTWorst drop−15.8%25.5% vol

SMHWorst drop−24.6%41.2% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOSMH

+16.6%Year to date+40.0%

1.8%Yield0.2%

[…]Past year+38.2%

0.65%Fee0.35%

2–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026