Compare · 3 funds side by side · dividends reinvested

CSIO, UTES and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,198UTES · best of the three

02 / 04

CSIO, UTES and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.5

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$55M1.7

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.67%−5.9%−10.1%+22.4%+12.7%−17.6%22.5%$1.2B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSIO 2025 · UTES 2015 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

UTES

Virtus Reaves Utilities ETF · $1.2B$18,198

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

CSIOMeasureUTES

+14.8%Year to dateJan 1 → Nov 5−5.9%

[…]1 yearTotal return−10.1%

[…]3 years · per year$10,000 became […] · $18,339+22.4%

[…]5 years · per year$10,000 became […] · $18,198+12.7%

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

1.84%Trailing 12-mo yield$184 · $167 a year on $10k1.67%

[…]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

−10.1%

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

+14.8%

UTESVirtus

−5.9%

+14.8%Year to date−5.9%

[…]Worst drop · 1Y−17.6%

[…]Volatility · 1Y22.5%

1.8%Yield1.7%

$55.1MAssets$1.2B

2–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, UTES, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

UTES0.49%$49

CSIO0.65%$65

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

Yields: CSIO, UTES, XLF

1.84%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.84%$184

UTES1.67%$167

XLF1.44%$144

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

CSIO$184 − $65 = $119

UTES$167 − $49 = $118

KeptFee

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

Overlap: CSIO, UTES, XLF

Today

23.7%most shared, CSIO and UTES

CSIOUTESXLF

CSIO—23.7%0.0%

UTES23.7%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+11.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

UTESWorst drop−17.6%22.5% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOXLF

+14.8%Year to date+6.3%

1.8%Yield1.4%

[…]Past year+11.4%

0.65%Fee0.08%

2–1CSIO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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