Compare · 4 funds side by side · dividends reinvested

CSIO, XLE, VGT and SMH

CSIOCohenSteers×XLESPDR×VGTVanguard×SMHVanEck×

02 / 04

Search ETFs and stocks

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, VGT 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%$41.6B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B2.4

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+20.4%+17.5%+28.3%+15.9%−17.5%26.7%$155B2.5

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$54M3.3

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 · VGT 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,671

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, VGT, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMH0.35%$35

CSIO0.65%$65

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

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

XLK vs VGT

YTD

SPDRXLK

+21.1%

VGTVanguard

+20.4%

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

SMH

VanEck Semiconductor ETF · $64.4B$35,140

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

XLEMeasureSMH

+46.7%Year to dateJan 1 → Nov 12+39.3%

+44.6%1 yearTotal return+43.4%

+19.1%3 years · per year$10,000 became $16,880 · $33,705+49.9%

+21.7%5 years · per year$10,000 became $26,671 · $35,140+28.6%

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

2.37%Trailing 12-mo yield$237 · $22 a year on $10k0.22%

−15.0%Worst dropSmaller is better−33.1%

23.4%VolatilityLower is calmer43.2%

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

6–2XLE wins

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

XLE vs SMH Returns, Every Period

5Y

SPDRXLE

+21.7%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

XLESMHFaded: behind in that period

2–2Level

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

Sector vs Thematic: XLE vs CSIO

YTD

SPDRXLE

+46.7%

CSIOCohenSteers

+16.3%

+46.7%Year to date+16.3%

−15.0%Worst drop · 1Y[…]

23.4%Volatility · 1Y[…]

2.4%Yield1.8%

$41.6BAssets$53.7M

2–0XLE wins

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

Yields: CSIO, XLE, VGT, SMH

1Y

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

CSIO1.81%$181

VGT0.42%$42

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

VGT$42 − $9 = $33

SMH$22 − $35 = −$13

KeptFee

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

Overlap: CSIO, XLE, VGT, SMH

Today

41.3%most shared, VGT and SMH

CSIOXLEVGTSMH

CSIO—4.2%0.0%0.0%

XLE4.2%—0.0%0.0%

VGT0.0%0.0%—41.3%

SMH0.0%0.0%41.3%—

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

Return vs Bumpiness: 4 ETFs

1Y

+44.6%XLE, at 23.4% volatility

XLEWorst drop−15.0%23.4% vol

VGTWorst drop−17.5%26.7% vol

SMHWorst drop−33.1%43.2% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

XLESMH

+46.7%Year to date+39.3%

2.4%Yield0.2%

+44.6%Past year+43.4%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 12, 2026

+21.1%Year to date+20.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$116BAssets$155B

2–0XLK wins

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

Loading…

CSIO, XLE, VGT and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four