CSIO vs NGIF

ACSIO

BNGIF

Measures won2–0CSIO wins · of 6 · 5Y

$10,000 · 5Y$11,265IGV

Lowest cost0.38%IGV · $38 on $10k

Most income1.85%CSIO · $185 on $10k

Smallest drop−33.2%IGV · worst fall in 1Y

Held in common26.5%CSIO and NGIF

CSIO

NGIF

Cohen & Steers Infrastructure Opportunities Active ETF · $54MNuveen 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%

1.85%12-mo yield$185 · $0 on $10k0.00%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

2–0CSIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSIO · NGIF

6.1%ETR4.8%

6.7%NEE3.2%

4.0%LNT3.0%

4.5%AEE2.9%

Held in common26.5%

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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M
3	BNGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	−1.0%	new	new	new	new	[…]	$530M

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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M
3	BNGIF	Nuveen Global Infrastructure Fund: ETF Class SharesRead Desk	0.88%	0.00%	−1.0%	new	new	new	new	[…]	$530M

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 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

Yield1.85%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 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, NGIF, IGV

Today

26.5%most shared, CSIO and NGIF

CSIONGIFIGV

CSIO—26.5%0.0%

NGIF26.5%—0.0%

IGV0.0%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

IGV$2 − $38 = −$36

NGIF$0 − $88 = −$88

KeptFee

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