Compare · 3 funds side by side · dividends reinvested

CSIO, UTES and SMH

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

02 / 04

CSIO, UTES and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.58%−0.7%−4.4%+23.4%+13.9%−17.6%22.8%$1.1B1.9

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M2.0

Rank among the three1st → 3rdFee, 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 · UTES 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

CSIO

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

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

SMHMeasureCSIO

+35.3%Year to dateJan 1 → Nov 9+16.1%

+39.3%1 yearTotal return[…]

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

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

0.35%Expense ratio$35 · $65 a year on $10k · lower is better0.65%

0.23%Trailing 12-mo yield$23 · $182 a year on $10k1.82%

−33.1%Worst dropSmaller is better[…]

43.1%VolatilityLower is calmer[…]

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

2–1SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs CSIO: Top 5 Holdings

Today

SMH

47.7%in top 5

CSIO

in top 531.6%

SMHStockCSIO

20.7%NVDAnot top 5

10.0%TSMnot top 5

not top 5CSX7.2%

not top 5NEE6.6%

not top 5ETR6.2%

not top 5WMB5.9%

5.9%TXNnot top 5

not top 5TRP.TO5.7%

5.7%AVGOnot top 5

5.4%AMDnot top 5

Held in common0.0%

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

SMH vs CSIO Returns, Every Period

VanEckSMH

+39.3%

past year

CSIOCohenSteers

[…]

past year

SMHCSIOFaded: behind in that period

1–0SMH wins

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

SMH vs CSIO

YTD

VanEckSMH

+35.3%

CSIOCohenSteers

+16.1%

+35.3%Year to date+16.1%

−33.1%Worst drop · 1Y[…]

43.1%Volatility · 1Y[…]

0.2%Yield1.8%

$60.7BAssets$52.5M

1–1level

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

Cost, Income and Risk

Fees: CSIO, UTES, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

UTES0.49%$49

CSIO0.65%$65

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

Yields: CSIO, UTES, SMH

1.82%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.82%$182

UTES1.58%$158

SMH0.23%$23

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

Income After Fees on $10,000

$117most kept, CSIO

CSIO$182 − $65 = $117

UTES$158 − $49 = $109

SMH$23 − $35 = −$12

KeptFee

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

Overlap: CSIO, UTES, SMH

Today

23.8%most shared, CSIO and UTES

CSIOUTESSMH

CSIO—23.8%0.0%

UTES23.8%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

UTESWorst drop−17.6%22.8% 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

CSIOSMH

+16.1%Year to date+35.3%

1.8%Yield0.2%

[…]Past year+39.3%

0.65%Fee0.35%

2–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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