CSIO vs UTES

ACSIO

BUTES

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.35%SMH · $35 on $10k

Most income1.85%CSIO · $185 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common24.0%CSIO and UTES

CSIO

UTES

Cohen & Steers Infrastructure Opportunities Active ETF · $54MVirtus Reaves Utilities ETF · $1.1B

[…]3 years · per year[…] · $18,484+22.7%

[…]5 years · per year[…] · $18,668+13.3%

0.65%Expense ratio$65 · $49 on $10k · lower wins0.49%

1.85%12-mo yield$185 · $163 on $10k1.63%

[…]Worst dropSmaller wins−17.6%

[…]VolatilityLower wins22.6%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · UTES

6.1%ETR5.1%

4.5%AEE4.4%

6.7%NEE4.3%

4.0%LNT5.2%

Held in common24.0%

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%	$60.7B
2	PAVE	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	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M

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%	$60.7B
2	PAVE	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	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.63%	+2.2%	−3.8%	−8.5%	+22.7%	+13.3%	−17.6%	$1.1B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.85%	−0.8%	+13.9%	new	new	new	[…]	$54M

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 UTES

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

UTES

Virtus Reaves Utilities

$18,668

MeasureCSIOUTES

Fee0.65%0.49%

Cost on $10k a year$65$49

Yield1.85%1.63%

5 years, per year[…]+13.3%

3 years, per year[…]+22.7%

Worst drop · 1Y[…]−17.6%

Volatility · 1Y[…]22.6%

1–1measures won
level

24.0%

holdings shared

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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSIO, UTES, PAVE, SMH

Today

24.0%most shared, CSIO and UTES

CSIOUTESPAVESMH

CSIO—24.0%7.5%0.0%

UTES24.0%—0.0%0.0%

PAVE7.5%0.0%—0.0%

SMH0.0%0.0%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

UTES$163 − $49 = $114

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

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