CSIO vs GRID

ACSIO

BGRID

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,990GRID

Lowest cost0.56%GRID · $56 on $10k

Most income1.85%CSIO · $185 on $10k

Smallest drop−23.5%GRID · worst fall in 1Y

Held in common0.8%CSIO and GRID

CSIO

GRID

Cohen & Steers Infrastructure Opportunities Active ETF · $54MFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.4B

[…]3 years · per year[…] · $18,267+22.2%

[…]5 years · per year[…] · $15,990+9.8%

0.65%Expense ratio$65 · $56 on $10k · lower wins0.56%

1.85%12-mo yield$185 · $100 on $10k1.00%

[…]Worst dropSmaller wins−23.5%

[…]VolatilityLower wins26.0%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSIO · GRID

1.8%CPLE3.SA0.7%

1.2%MTZ0.1%

Held in common0.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$10.4B
2	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BGRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundRead Desk	0.56%	1.00%	+1.4%	+1.4%	−1.0%	+22.2%	+9.8%	−23.5%	$10.4B
2	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSIO vs GRID

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

$15,990

MeasureCSIOGRID

Fee0.65%0.56%

Cost on $10k a year$65$56

Yield1.85%1.00%

5 years, per year[…]+9.8%

3 years, per year[…]+22.2%

Worst drop · 1Y[…]−23.5%

Volatility · 1Y[…]26.0%

1–1measures won
level

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSIO, GRID, DRAM

Today

0.8%most shared, CSIO and GRID

CSIOGRIDDRAM

CSIO—0.8%0.0%

GRID0.8%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$120most kept, CSIO

CSIO$185 − $65 = $120

GRID$100 − $56 = $44

DRAM$0 − $65 = −$65

KeptFee

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