CSIO vs PAVE

ACSIO

BPAVE

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.03%VOO · $3 on $10k

Most income1.85%CSIO · $185 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common7.5%CSIO and PAVE

CSIO

PAVE

Cohen & Steers Infrastructure Opportunities Active ETF · $55MGlobal X - U.S. Infrastructure Development ETF · $14.0B

[…]3 years · per year[…] · $17,906+21.4%

[…]5 years · per year[…] · $19,175+13.9%

0.65%Expense ratio$65 · $47 on $10k · lower wins0.47%

1.85%12-mo yield$185 · $84 on $10k0.84%

[…]Worst dropSmaller wins−15.3%

[…]VolatilityLower wins21.5%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · PAVE

5.2%UNP3.4%

7.3%CSX3.3%

1.2%MTZ0.8%

Held in common7.5%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$55M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$55M

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 PAVE

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

PAVE

Global X - U.S. Infrastructure Development

$19,175

MeasureCSIOPAVE

Fee0.65%0.47%

Cost on $10k a year$65$47

Yield1.85%0.84%

5 years, per year[…]+13.9%

3 years, per year[…]+21.4%

Worst drop · 1Y[…]−15.3%

Volatility · 1Y[…]21.5%

1–1measures won
level

7.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: CSIO, PAVE, VOO, SMH

Today

18.8%most shared, VOO and SMH

CSIOPAVEVOOSMH

CSIO—7.5%1.2%0.0%

PAVE7.5%—2.6%0.0%

VOO1.2%2.6%—18.8%

SMH0.0%0.0%18.8%—

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

VOO$110 − $3 = $107

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

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