IVV vs CSIO

AIVV

BCSIO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.81%CSIO · $181 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.4%IVV and CSIO

IVV

CSIO

iShares Core S&P 500 ETF · $887BCohen & Steers Infrastructure Opportunities Active ETF · $53M

+24.2%3 years · per year$19,178 · […][…]

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.09%12-mo yield$109 · $181 on $10k1.81%

−8.9%Worst dropSmaller wins[…]

12.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CSIO

0.3%UNP5.1%

0.3%NEE6.2%

0.2%SO2.1%

0.1%CSX7.1%

Held in common1.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk		0.65%	1.81%	+1.1%	+16.6%	new	new	new	[…]	$53M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BCSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk		0.65%	1.81%	+1.1%	+16.6%	new	new	new	[…]	$53M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CSIO

IVV

iShares Core S&P 500

$18,118

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureIVVCSIO

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.09%1.81%

5 years, per year+12.6%[…]

3 years, per year+24.2%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y12.9%[…]

1–1measures won
level

1.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, CSIO

Today

1.4%most shared, IVV and CSIO

IVVCSIO

IVV—1.4%

CSIO1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, CSIO

CSIO$181 − $65 = $116

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee