CSIO vs XLE

ACSIO

BXLE

Measures won0–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · IGV $11,367

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 common4.2%CSIO and XLE

CSIO

XLE

Cohen & Steers Infrastructure Opportunities Active ETF · $55MState Street Energy Select Sector SPDR ETF · $42.0B

[…]3 years · per year[…] · $15,905+16.7%

[…]5 years · per year[…] · $25,404+20.5%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

1.84%12-mo yield$184 · $247 on $10k2.47%

[…]Worst dropSmaller wins−15.0%

[…]VolatilityLower wins23.3%

0–2XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSIO · XLE

6.0%WMB4.2%

Held in common4.2%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
3	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.84%	−1.5%	+14.8%	new	new	new	[…]	$55M

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
3	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.84%	−1.5%	+14.8%	new	new	new	[…]	$55M

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 XLE

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

XLE

Energy Select Sector SPDR

$25,404

MeasureCSIOXLE

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield1.84%2.47%

5 years, per year[…]+20.5%

3 years, per year[…]+16.7%

Worst drop · 1Y[…]−15.0%

Volatility · 1Y[…]23.3%

2–0measures won
XLE first

4.2%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSIO, XLE, IGV

Today

4.2%most shared, CSIO and XLE

CSIOXLEIGV

CSIO—4.2%0.0%

XLE4.2%—0.0%

IGV0.0%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

IGV$2 − $38 = −$36

KeptFee

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