CSIO vs UTES

ACSIO

BUTES

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XLE $25,404

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common23.7%CSIO and UTES

CSIO

UTES

Cohen & Steers Infrastructure Opportunities Active ETF · $53MVirtus Reaves Utilities ETF · $1.2B

[…]3 years · per year[…] · $18,339+22.4%

[…]5 years · per year[…] · $18,198+12.7%

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

1.84%12-mo yield$184 · $167 on $10k1.67%

[…]Worst dropSmaller wins−17.6%

[…]VolatilityLower wins22.5%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSIO · UTES

6.0%ETR5.0%

4.3%AEE4.3%

6.4%NEE4.2%

3.9%LNT5.2%

Held in common23.7%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
3	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.84%	−1.5%	+14.8%	new	new	new	[…]	$53M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
3	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
4	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.84%	−1.5%	+14.8%	new	new	new	[…]	$53M

End-of-day Nov 5, 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

$18,198

MeasureCSIOUTES

Fee0.65%0.49%

Cost on $10k a year$65$49

Yield1.84%1.67%

5 years, per year[…]+12.7%

3 years, per year[…]+22.4%

Worst drop · 1Y[…]−17.6%

Volatility · 1Y[…]22.5%

1–1measures won
level

23.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CSIO, UTES, XLE, SMH

Today

23.7%most shared, CSIO and UTES

CSIOUTESXLESMH

CSIO—23.7%4.2%0.0%

UTES23.7%—0.0%0.0%

XLE4.2%0.0%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CSIO$184 − $65 = $119

UTES$167 − $49 = $118

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee