CSIO vs XLF

ACSIO

BXLF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · 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 common0.0%CSIO and XLF

CSIO

XLF

Cohen & Steers Infrastructure Opportunities Active ETF · $55MState Street Financial Select Sector SPDR ETF · $55.5B

[…]3 years · per year[…] · $18,620+23.0%

[…]5 years · per year[…] · $15,503+9.2%

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

1.84%12-mo yield$184 · $144 on $10k1.44%

[…]Worst dropSmaller wins−14.8%

[…]VolatilityLower wins15.3%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSIO · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
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 XLF

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

XLF

Financial Select Sector SPDR

$15,503

MeasureCSIOXLF

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield1.84%1.44%

5 years, per year[…]+9.2%

3 years, per year[…]+23.0%

Worst drop · 1Y[…]−14.8%

Volatility · 1Y[…]15.3%

1–1measures won
level

0.0%

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

$37.6BAssets$57.7B

2–0SOXX 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, XLF, SMH

Today

0.0%most shared, CSIO and XLF

CSIOXLFSMH

CSIO—0.0%0.0%

XLF0.0%—0.0%

SMH0.0%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

SMH$25 − $35 = −$10

KeptFee

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