Compare · 3 funds side by side · dividends reinvested

VIG, CSIO and SMH

VIGVanguard×CSIOCohenSteers×SMHVanEck×

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

02 / 04

VIG, CSIO and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$54M2.0

Rank among the three1st → 3rdFee, 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: VIG 2006 · CSIO 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

CSIO

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

VIGMeasureCSIO

+12.1%Year to dateJan 1 → Nov 6+13.9%

+14.3%1 yearTotal return[…]

+18.6%3 years · per year$10,000 became $16,669 · […][…]

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $65 a year on $10k · lower is better0.65%

1.50%Trailing 12-mo yield$150 · $185 a year on $10k1.85%

−7.9%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

1–2CSIO wins

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

More Ways to See the Pairs

VIG vs CSIO: Top 5 Holdings

Today

VIG

22.1%in top 5

CSIO

in top 531.7%

VIGStockCSIO

not top 5CSX7.3%

not top 5NEE6.7%

not top 5ETR6.1%

not top 5WMB5.9%

not top 5TRP.TO5.7%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common2.2%

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

VIG vs CSIO Returns, Every Period

VanguardVIG

+14.3%

past year

CSIOCohenSteers

[…]

past year

VIGCSIOFaded: behind in that period

0–1CSIO wins

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

Income vs Thematic: VIG vs CSIO

YTD

VanguardVIG

+12.1%

CSIOCohenSteers

+13.9%

+12.1%Year to date+13.9%

−7.9%Worst drop · 1Y[…]

10.8%Volatility · 1Y[…]

1.5%Yield1.9%

$109BAssets$54.5M

2–0CSIO wins

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

Cost, Income and Risk

Fees: VIG, CSIO, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

CSIO0.65%$65

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

Yields: VIG, CSIO, SMH

1.85%highest, CSIO

FundTrailing yieldYield$10k

CSIO1.85%$185

VIG1.50%$150

SMH0.24%$24

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CSIO$185 − $65 = $120

SMH$24 − $35 = −$11

KeptFee

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

Overlap: VIG, CSIO, SMH

Today

10.3%most shared, VIG and SMH

VIGCSIOSMH

VIG—2.2%10.3%

CSIO2.2%—0.0%

SMH10.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% 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

CSIOSMH

+13.9%Year to date+28.8%

1.9%Yield0.2%

[…]Past year+29.5%

0.65%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026