Compare · 4 funds side by side · dividends reinvested

CSIO, VIG, SMH and SOXX

CSIOCohenSteers×VIGVanguard×SMHVanEck×SOXXiShares×

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, VIG, SMH and SOXX, 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%$60.7B2.1

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSIO 2025 · VIG 2006 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

CSIOMeasureVIG

+16.1%Year to dateJan 1 → Nov 9+14.8%

[…]1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

1.82%Trailing 12-mo yield$182 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

2–1CSIO 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 VIG: Top 5 Holdings

Today

CSIO

31.6%in top 5

VIG

in top 522.1%

CSIOStockVIG

7.2%CSXnot top 5

6.6%NEEnot top 5

6.2%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.2%

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

CSIO vs VIG Returns, Every Period

CohenSteersCSIO

[…]

past year

VIGVanguard

+17.6%

past year

CSIOVIGFaded: behind in that period

1–0CSIO wins

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

Thematic vs Income: CSIO vs VIG

YTD

CohenSteersCSIO

+16.1%

VIGVanguard

+14.8%

+16.1%Year to date+14.8%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

1.8%Yield1.5%

$52.5MAssets$109B

2–0CSIO wins

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

Cost, Income and Risk

Fees: CSIO, VIG, SMH, SOXX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXX0.33%$33

SMH0.35%$35

CSIO0.65%$65

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

Yields: CSIO, VIG, SMH, SOXX

1.82%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.82%$182

VIG1.46%$146

SOXX0.71%$71

SMH0.23%$23

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

CSIO$182 − $65 = $117

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

KeptFee

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

Overlap: CSIO, VIG, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

CSIOVIGSMHSOXX

CSIO—2.2%0.0%0.0%

VIG2.2%—10.3%10.3%

SMH0.0%10.3%—69.6%

SOXX0.0%10.3%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

VIGWorst drop−7.9%11.0% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

CSIOSOXX

+16.1%Year to date+46.5%

1.8%Yield0.7%

[…]Past year+48.5%

0.65%Fee0.33%

2–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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