Compare · 4 funds side by side · dividends reinvested

CSIO, XLK, SMH and XLE

CSIOCohenSteers×XLKSPDR×SMHVanEck×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

CSIO, XLK, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSIO 2025 · XLK 1998 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $54M[…]

CSIO

XLK

State Street Technology Select Sector SPDR ETF · $117B$21,164

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

CSIOMeasureXLK

+13.9%Year to dateJan 1 → Nov 6+14.8%

[…]1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $20,083+26.2%

[…]5 years · per year$10,000 became […] · $21,164+16.2%

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

1.85%Trailing 12-mo yield$185 · $51 a year on $10k0.51%

[…]Worst dropSmaller is better−19.6%

[…]VolatilityLower is calmer28.5%

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

1–2XLK wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSIO vs XLK: Top 5 Holdings

Today

CSIO

31.7%in top 5

XLK

in top 553.7%

CSIOStockXLK

not top 5AAPL16.9%

not top 5NVDA14.8%

not top 5MSFT13.4%

7.3%CSXnot top 5

6.7%NEEnot top 5

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5AVGO4.7%

not top 5AMD4.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSIO vs XLK Returns, Every Period

CohenSteersCSIO

[…]

past year

XLKSPDR

+12.2%

past year

CSIOXLKFaded: behind in that period

0–1XLK wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: CSIO vs XLE

YTD

CohenSteersCSIO

+13.9%

XLESPDR

+40.6%

+13.9%Year to date+40.6%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.3%

1.9%Yield2.5%

$54.5MAssets$42.0B

2–0XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, XLK, SMH, XLE

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

XLE0.08%$8

SMH0.35%$35

CSIO0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSIO, XLK, SMH, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

CSIO1.85%$185

XLK0.51%$51

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CSIO$185 − $65 = $120

XLK$51 − $8 = $43

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSIO, XLK, SMH, XLE

Today

40.4%most shared, XLK and SMH

CSIOXLKSMHXLE

CSIO—0.0%0.0%4.1%

XLK0.0%—40.4%0.0%

SMH0.0%40.4%—0.0%

XLE4.1%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.5% vol

SMHWorst drop−33.1%42.9% vol

CSIOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+40.6%Year to date+28.8%

2.5%Yield0.2%

+45.0%Past year+29.5%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026