CSIO vs UTES

ACSIO

BUTES

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$25,271XLE · UTES $19,205

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common23.8%CSIO and UTES

CSIO

UTES

Cohen & Steers Infrastructure Opportunities Active ETF · $53MVirtus Reaves Utilities ETF · $1.1B

[…]3 years · per year[…] · $18,782+23.4%

[…]5 years · per year[…] · $19,205+13.9%

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

1.82%12-mo yield$182 · $158 on $10k1.58%

[…]Worst dropSmaller wins−17.6%

[…]VolatilityLower wins22.8%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · UTES

6.2%ETR5.0%

4.5%AEE4.3%

6.6%NEE4.2%

4.0%LNT5.1%

Held in common23.8%

End-of-day Nov 9, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.82%	+1.9%	+16.1%	new	new	new	[…]	$53M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.58%	+3.2%	−0.7%	−4.4%	+23.4%	+13.9%	−17.6%	$1.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.82%	+1.9%	+16.1%	new	new	new	[…]	$53M

End-of-day Nov 9, 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

$19,205

MeasureCSIOUTES

Fee0.65%0.49%

Cost on $10k a year$65$49

Yield1.82%1.58%

5 years, per year[…]+13.9%

3 years, per year[…]+23.4%

Worst drop · 1Y[…]−17.6%

Volatility · 1Y[…]22.8%

1–1measures won
level

23.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CSIO, UTES, XLE, CIBR

Today

23.8%most shared, CSIO and UTES

CSIOUTESXLECIBR

CSIO—23.8%4.0%0.0%

UTES23.8%—0.0%0.0%

XLE4.0%0.0%—0.0%

CIBR0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

CSIO$182 − $65 = $117

UTES$158 − $49 = $109

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee