Compare · 3 funds side by side · dividends reinvested

CSIO, XLF and IGV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomeCSIO · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

CSIO, XLF and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B1.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.6%[…][…][…][…][…]$53M1.7

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−3.3%−8.5%+13.6%+3.1%−33.2%32.9%$12.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CSIO 2025 · XLF 1998 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSIO

XLF

State Street Financial Select Sector SPDR ETF · $53.6B$15,765

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

CSIO

More Ways to See the Pairs

CSIO vs XLF: Top 5 Holdings

Today

CSIO

31.8%in top 5

XLF

in top 543.6%

CSIOStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.8%

7.3%CSXnot top 5

not top 5MA6.5%

Cost, Income and Risk

Fees: CSIO, XLF, IGV

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IGV0.38%$38

CSIO0.65%$65

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CSIO, XLF, IGV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

XLF

+16.6%Year to dateJan 1 → Nov 11+8.4%

[…]1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $18,242+22.2%

[…]5 years · per year$10,000 became […] · $15,765+9.5%

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

1.81%Trailing 12-mo yield$181 · $141 a year on $10k1.41%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer15.3%

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

2–1CSIO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.5%NEEnot top 5

6.1%ETRnot top 5

6.1%WMBnot top 5

5.8%TRP.TOnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CSIO vs XLF Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

XLFSPDR

+12.4%

past year

CSIOXLFFaded: behind in that period

1–0CSIO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: CSIO vs XLF

YTD

CohenSteersCSIO

+16.6%

XLFSPDR

+8.4%

+16.6%Year to date+8.4%

[…]Worst drop · 1Y−14.8%

[…]Volatility · 1Y15.3%

1.8%Yield1.4%

$53.4MAssets$53.6B

2–0CSIO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.81%$181

XLF1.41%$141

IGV0.02%$2

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

CSIO$181 − $65 = $116

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSIO, XLF, IGV

Today

0.0%most shared, CSIO and XLF

CSIOXLFIGV

CSIO—0.0%0.0%

XLF0.0%—0.0%

IGV0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

IGVWorst drop−33.2%32.9% vol

CSIOWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CSIOXLF

+16.6%Year to date+8.4%

1.8%Yield1.4%

[…]Past year+12.4%

0.65%Fee0.08%

2–1CSIO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CSIO, XLF and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three