UTES vs CSIO

AUTES

BCSIO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · UTES $18,198

Lowest cost0.35%SMH · $35 on $10k

Most income1.84%CSIO · $184 on $10k

Smallest drop−17.6%UTES · worst fall in 1Y

Held in common23.7%UTES and CSIO

UTES

CSIO

Virtus Reaves Utilities ETF · $1.2BCohen & Steers Infrastructure Opportunities Active ETF · $53M

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

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

0.49%Expense ratio$49 · $65 on $10k · lower wins0.65%

1.67%12-mo yield$167 · $184 on $10k1.84%

−17.6%Worst dropSmaller wins[…]

22.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTES · CSIO

5.0%ETR6.0%

4.3%AEE4.3%

4.2%NEE6.4%

5.2%LNT3.9%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
3	BCSIO	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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AUTES	Virtus Reaves Utilities ETFRead Desk	0.49%	1.67%	−1.8%	−5.9%	−10.1%	+22.4%	+12.7%	−17.6%	$1.2B
3	BCSIO	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

UTES vs CSIO

UTES

Virtus Reaves Utilities

$18,198

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureUTESCSIO

Fee0.49%0.65%

Cost on $10k a year$49$65

Yield1.67%1.84%

5 years, per year+12.7%[…]

3 years, per year+22.4%[…]

Worst drop · 1Y−17.6%[…]

Volatility · 1Y22.5%[…]

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

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

Overlap: UTES, CSIO, SMH

Today

23.7%most shared, UTES and CSIO

UTESCSIOSMH

UTES—23.7%0.0%

CSIO23.7%—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

$119most kept, CSIO

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