Compare · 4 funds side by side · dividends reinvested

CSIO, XLE, SMH and PAVE

CSIOCohenSteers×XLESPDR×SMHVanEck×PAVEGlobal X×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomeXLE · 2.35% · $235 a year on $10k

Story of the four · RiskSmallest drop

CSIO, XLE, SMH and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$64.4B2.3

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.4%+11.2%+22.1%+14.0%−15.3%21.9%$13.7B2.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.5%[…][…][…][…][…]$54M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CSIO 2025 · XLE 1998 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

XLE

More Ways to See the Pairs

XLE vs SMH: Top 5 Holdings

Today

XLE

58.8%in top 5

SMH

in top 545.9%

XLEStockSMH

24.0%XOMnot top 5

18.4%CVXnot top 5

not top 5NVDA17.7%

not top 5TSM10.0%

7.2%COPnot top 5

Cost, Income and Risk

Fees: CSIO, XLE, SMH, PAVE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

PAVE0.47%$47

CSIO0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

+49.0%Year to date+35.2%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SMH

VanEck Semiconductor ETF · $64.4B$33,828

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

XLEMeasureSMH

+48.2%Year to dateJan 1 → Nov 13+35.2%

+48.0%1 yearTotal return+37.3%

+19.9%3 years · per year$10,000 became $17,258 · $32,582+48.3%

+21.6%5 years · per year$10,000 became $26,590 · $33,828+27.6%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.35%Trailing 12-mo yield$235 · $23 a year on $10k0.23%

−15.0%Worst dropSmaller is better−33.1%

23.3%VolatilityLower is calmer43.3%

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

6–2XLE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

4.7%MPCnot top 5

4.6%PSXnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLE vs SMH Returns, Every Period

5Y

SPDRXLE

+21.6%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

XLESMHFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLE vs CSIO

YTD

SPDRXLE

+48.2%

CSIOCohenSteers

+16.5%

+48.2%Year to date+16.5%

−15.0%Worst drop · 1Y[…]

23.3%Volatility · 1Y[…]

2.3%Yield1.8%

$41.6BAssets$53.7M

2–0XLE wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CSIO, XLE, SMH, PAVE

1Y

2.35%highest, XLE

FundTrailing yieldYield$10k

XLE2.35%$235

CSIO1.81%$181

PAVE0.81%$81

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$227most kept, XLE

XLE$235 − $8 = $227

CSIO$181 − $65 = $116

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSIO, XLE, SMH, PAVE

Today

7.3%most shared, CSIO and PAVE

CSIOXLESMHPAVE

CSIO—4.2%0.0%7.3%

XLE4.2%—0.0%0.0%

SMH0.0%0.0%—0.0%

PAVE7.3%0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+48.0%XLE, at 23.3% volatility

PAVEWorst drop−15.3%21.9% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%43.3% vol

CSIOWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+48.2%Year to date+35.2%

2.3%Yield0.2%

+48.0%Past year+37.3%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 13, 2026

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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CSIO, XLE, SMH and PAVE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four