Compare · 3 funds side by side · dividends reinvested

CSIO, VYM and SMH

CSIOCohenSteers×VYMVanguard×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

CSIO, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.6

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

Rank among the three1st → 3rdFee, 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 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

CSIOMeasureVYM

+16.6%Year to dateJan 1 → Nov 4+17.2%

[…]1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

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

1.81%Trailing 12-mo yield$181 · $222 a year on $10k2.22%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.1%

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

0–3VYM 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 VYM: Top 5 Holdings

Today

CSIO

31.2%in top 5

VYM

in top 518.2%

CSIOStockVYM

7.1%CSXnot top 5

not top 5AVGO6.9%

6.4%WMBnot top 5

6.2%NEEnot top 5

5.9%ETRnot top 5

5.6%TRP.TOnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common2.7%

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

CSIO vs VYM Returns, Every Period

CohenSteersCSIO

[…]

past year

VYMVanguard

+21.2%

past year

CSIOVYMFaded: behind in that period

0–1VYM wins

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

Thematic vs Income: CSIO vs VYM

YTD

CohenSteersCSIO

+16.6%

VYMVanguard

+17.2%

+16.6%Year to date+17.2%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.1%

1.8%Yield2.2%

$53.2MAssets$78.9B

2–0VYM wins

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

Cost, Income and Risk

Fees: CSIO, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SMH0.35%$35

CSIO0.65%$65

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

Yields: CSIO, VYM, SMH

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

CSIO1.81%$181

SMH0.22%$22

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

CSIO$181 − $65 = $116

SMH$22 − $35 = −$13

KeptFee

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

Overlap: CSIO, VYM, SMH

Today

8.9%most shared, VYM and SMH

CSIOVYMSMH

CSIO—2.7%0.0%

VYM2.7%—8.9%

SMH0.0%8.9%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

VYMWorst drop−6.7%10.1% vol

SMHWorst drop−24.6%41.2% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

VYMSMH

+17.2%Year to date+40.0%

2.2%Yield0.2%

+21.2%Past year+38.2%

0.04%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 2026

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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026