Compare · 4 funds side by side · dividends reinvested

CSIO, XLE, SOXX and SMH

CSIOCohenSteers×XLESPDR×SOXXiShares×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,140SMH · best of the four

Story of the four · IncomeMost incomeXLE · 2.37% · $237 a year on $10k

Story of the four · RiskSmallest drop

CSIO, XLE, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$40.9B1.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+58.0%+43.8%+23.2%−39.5%50.0%$43.8B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$53M3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSIO 2025 · XLE 1998 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSIO

More Ways to See the Pairs

CSIO vs XLE: Top 5 Holdings

Today

CSIO

32.0%in top 5

XLE

in top 558.9%

CSIOStockXLE

not top 5XOM24.1%

not top 5CVX18.5%

7.4%CSXnot top 5

not top 5COP7.2%

6.4%NEEnot top 5

Cost, Income and Risk

Fees: CSIO, XLE, SOXX, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SOXX0.33%$33

SMH0.35%$35

CSIO0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

+46.7%Year to date+44.8%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

XLE

State Street Energy Select Sector SPDR ETF · $40.9B$26,671

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

CSIOMeasureXLE

+16.3%Year to dateJan 1 → Nov 12+46.7%

[…]1 yearTotal return+44.6%

[…]3 years · per year$10,000 became […] · $16,880+19.1%

[…]5 years · per year$10,000 became […] · $26,671+21.7%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

1.81%Trailing 12-mo yield$181 · $237 a year on $10k2.37%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.4%

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

0–3XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.2%WMBnot top 5

6.1%ETRnot top 5

5.8%TRP.TOnot top 5

not top 5MPC4.6%

not top 5PSX4.5%

Held in common4.2%

End-of-day Nov 12, 2026 · share of each fund

CSIO vs XLE Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

XLESPDR

+44.6%

past year

CSIOXLEFaded: behind in that period

0–1XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: CSIO vs XLE

YTD

CohenSteersCSIO

+16.3%

XLESPDR

+46.7%

+16.3%Year to date+46.7%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.4%

1.8%Yield2.4%

$53.4MAssets$40.9B

2–0XLE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSIO, XLE, SOXX, SMH

1Y

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

CSIO1.81%$181

SOXX0.27%$27

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

CSIO$181 − $65 = $116

SOXX$27 − $33 = −$6

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSIO, XLE, SOXX, SMH

Today

70.4%most shared, SOXX and SMH

CSIOXLESOXXSMH

CSIO—4.2%0.0%0.0%

XLE4.2%—0.0%0.0%

SOXX0.0%0.0%—70.4%

SMH0.0%0.0%70.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+58.0%SOXX, at 50.0% volatility

XLEWorst drop−15.0%23.4% vol

SMHWorst drop−33.1%43.2% vol

SOXXWorst drop−39.5%50.0% vol

CSIOWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLESOXX

+46.7%Year to date+54.7%

2.4%Yield0.3%

+44.6%Past year+58.0%

0.08%Fee0.33%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CSIO, XLE, SOXX and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four