Compare · 2 funds side by side · dividends reinvested

SMH and CSIO

SMHVanEck×CSIOCohenSteers×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$33,824SMH · best of the two

02 / 03

SMH and CSIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.1

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.84%+14.8%[…][…][…][…][…]$53M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SMH 2011 · CSIO 2025

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

CSIO

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

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

SMHMeasureCSIO

+24.3%Year to dateJan 1 → Nov 5+14.8%

+27.3%1 yearTotal return[…]

+48.4%3 years · per year$10,000 became $32,662 · […][…]

+27.6%5 years · per year$10,000 became $33,824 · […][…]

0.35%Expense ratio$35 · $65 a year on $10k · lower is better0.65%

0.25%Trailing 12-mo yield$25 · $184 a year on $10k1.84%

−33.1%Worst dropSmaller is better[…]

42.8%VolatilityLower is calmer[…]

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

2–1SMH wins

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

More Ways to See the Pairs

SMH vs CSIO: Top 5 Holdings

Today

SMH

47.4%in top 5

CSIO

in top 531.1%

SMHStockCSIO

20.5%NVDAnot top 5

9.7%TSMnot top 5

not top 5CSX7.2%

not top 5NEE6.4%

6.1%TXNnot top 5

not top 5WMB6.0%

not top 5ETR6.0%

5.8%AVGOnot top 5

not top 5TRP.TO5.5%

5.4%AMDnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SMH vs CSIO Returns, Every Period

VanEckSMH

+27.3%

past year

CSIOCohenSteers

[…]

past year

SMHCSIOFaded: behind in that period

1–0SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMH vs CSIO

YTD

VanEckSMH

+24.3%

CSIOCohenSteers

+14.8%

+24.3%Year to date+14.8%

−33.1%Worst drop · 1Y[…]

42.8%Volatility · 1Y[…]

0.2%Yield1.8%

$65.4BAssets$53.2M

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, CSIO

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

CSIO0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMH, CSIO

1.84%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.84%$184

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, CSIO

CSIO$184 − $65 = $119

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMH, CSIO

Today

0.0%most shared, SMH and CSIO

SMHCSIO

SMH—0.0%

CSIO0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.3%SMH, at 42.8% volatility

SMHWorst drop−33.1%42.8% vol

CSIOWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSIOSMH

+14.8%Year to date+24.3%

1.8%Yield0.2%

[…]Past year+27.3%

0.65%Fee0.35%

2–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026