CSIO vs NGIF

ACSIO

BNGIF

Measures won2–0CSIO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.65%CSIO · $65 on $10k

Most income1.81%CSIO · $181 on $10k

Smallest drop[…][…]

Held in common26.5%CSIO and NGIF

CSIO

NGIF

Cohen & Steers Infrastructure Opportunities Active ETF · $53MNuveen Global Infrastructure Fund: ETF Class Shares · $530M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $88 on $10k · lower wins0.88%

1.81%12-mo yield$181 · $0 on $10k0.00%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

2–0CSIO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCSIO · NGIF

5.9%ETR4.8%

6.2%NEE3.2%

3.8%LNT3.0%

4.2%AEE2.9%

Held in common26.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend					1Y	3Y/yr	5Y/yr	Drop
1	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk		0.65%	1.81%	+1.1%	+16.6%	new	new	new	[…]	$53M
2	BNGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk		0.88%	0.00%	+0.8%	new	new	new	new	[…]	$530M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend					1Y	3Y/yr	5Y/yr	Drop
1	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk		0.65%	1.81%	+1.1%	+16.6%	new	new	new	[…]	$53M
2	BNGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk		0.88%	0.00%	+0.8%	new	new	new	new	[…]	$530M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSIO vs NGIF

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

NGIF

Nuveen Global Infrastructure Fund: ETF Class Shares

[…]

MeasureCSIONGIF

Fee0.65%0.88%

Cost on $10k a year$65$88

Yield1.81%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

2–0measures won
CSIO first

26.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSIO, NGIF

Today

26.5%most shared, CSIO and NGIF

CSIONGIF

CSIO—26.5%

NGIF26.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, CSIO

CSIO$181 − $65 = $116

NGIF$0 − $88 = −$88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee