CSIO vs XLE5YCSIOCSIOAvsBXLEXLECohen & Steers Infrastructure Opportunities Active ETF · $53MState Street Energy Select Sector SPDR ETF · $40.7BReturns · dividends in[…]3 years · per year[…] · $16,257+17.6%[…]5 years · per year[…] · $26,316+21.4%Cost and income0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%1.81%12-mo yield$181 · $240 on $10k2.40%
$10,000 in CSIO, DRAM, XLE5Y$10k startXLE $26.3kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CSIO, DRAM, XLEToday4.2%most shared, CSIO and XLECSIODRAMXLECSIO—0.0%4.2%DRAM0.0%—0.0%XLE4.2%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CSIO vs XLE5YACSIOCohen & Steers Infrastructure Opportunities Active[…]vsXLEBEnergy Select Sector SPDR$26,316MeasureCSIOXLEFee0.65%0.08%Cost on $10k a year$65$8Yield1.81%2.40%5 years, per year[…]+21.4%3 years, per year[…]+17.6%Worst drop · 1Y[…]−15.0%Volatility · 1Y[…]23.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.40%+1.9%+44.5%+44.3%+17.6%+21.4%−15.0%$40.7B2ACSIOCohen & Steers Infrastructure Opportunities Active ETFReadDesk0.65%1.81%+0.7%+16.6%newnewnew[…]$53M3DRAMRoundhill Memory ETFReadDesk0.65%0.00%+10.4%newnewnewnew[…]$15.9BEnd-of-day Nov 11, 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▲▼1BXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.40%+1.9%+44.5%+44.3%+17.6%+21.4%−15.0%$40.7B2ACSIOCohen & Steers Infrastructure Opportunities Active ETFReadDesk0.65%1.81%+0.7%+16.6%newnewnew[…]$53M3DRAMRoundhill Memory ETFReadDesk0.65%0.00%+10.4%newnewnewnew[…]$15.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
XLE vs VDEYTDSPDRXLESA+44.5%vsBVVDEVanguard+42.6%Jan 1Nov 11+44.5%+42.6%+44.5%Year to date+42.6%2.4%Yield2.3%$40.7BAssets$10.4B2–0XLE winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: CSIO, DRAM, XLEToday4.2%most shared, CSIO and XLECSIODRAMXLECSIO—0.0%4.2%DRAM0.0%—0.0%XLE4.2%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$232most kept, XLEXLE$240 − $8 = $232CSIO$181 − $65 = $116DRAM$0 − $65 = −$65KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee