CSIO vs SPY5YCSIOCSIOAvsBSPYSPYCohen & Steers Infrastructure Opportunities Active ETF · $54MState Street SPDR S&P 500 ETF · $807BReturns · dividends in[…]3 years · per year[…] · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%1.81%12-mo yield$181 · $101 on $10k1.01%
$10,000 in CSIO, DRAM, SPY5Y$10k startSPY $17.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CSIO, DRAM, SPYToday2.0%most shared, DRAM and SPYCSIODRAMSPYCSIO—0.0%1.3%DRAM0.0%—2.0%SPY1.3%2.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSIO vs SPY5YACSIOCohen & Steers Infrastructure Opportunities Active[…]vsSPYBSPDR S&P 500$17,214MeasureCSIOSPYFee0.65%0.09%Cost on $10k a year$65$9Yield1.81%1.01%5 years, per year[…]+11.5%3 years, per year[…]+21.4%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2ACSIOCohen & Steers Infrastructure Opportunities Active ETFReadDesk0.65%1.81%+0.1%+16.5%newnewnew[…]$54M3DRAMRoundhill Memory ETFReadDesk0.65%0.00%−2.9%newnewnewnew[…]$16.3BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2ACSIOCohen & Steers Infrastructure Opportunities Active ETFReadDesk0.65%1.81%+0.1%+16.5%newnewnew[…]$54M3DRAMRoundhill Memory ETFReadDesk0.65%0.00%−2.9%newnewnewnew[…]$16.3BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: CSIO, DRAM, SPYToday2.0%most shared, DRAM and SPYCSIODRAMSPYCSIO—0.0%1.3%DRAM0.0%—2.0%SPY1.3%2.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$116most kept, CSIOCSIO$181 − $65 = $116SPY$101 − $9 = $92DRAM$0 − $65 = −$65KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee