CSIO vs UTES

ACSIO

BUTES

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$18,198UTES · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income1.84%CSIO · $184 on $10k

Smallest drop−14.8%XLF · 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 three, 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 Three

5Y3 funds

#
1	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	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 Three

5Y3 funds

#
1	BUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSIO, UTES, XLF

Today

23.7%most shared, CSIO and UTES

CSIOUTESXLF

CSIO—23.7%0.0%

UTES23.7%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

CSIO$184 − $65 = $119

UTES$167 − $49 = $118

KeptFee

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