XLE vs CSIO

AXLE

BCSIO

Measures won2–0XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE

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%XLE and CSIO

XLE

CSIO

State Street Energy Select Sector SPDR ETF · $44.1BCohen & Steers Infrastructure Opportunities Active ETF · $53M

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

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

0.08%Expense ratio$8 · $65 on $10k · lower wins0.65%

2.47%12-mo yield$247 · $184 on $10k1.84%

−15.0%Worst dropSmaller wins[…]

23.3%VolatilityLower wins[…]

2–0XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · CSIO

4.2%WMB6.0%

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

Both

5Y2 funds

#			Trend
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	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

Both

5Y2 funds

#			Trend
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	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

XLE vs CSIO

XLE

Energy Select Sector SPDR

$25,404

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

MeasureXLECSIO

Fee0.08%0.65%

Cost on $10k a year$8$65

Yield2.47%1.84%

5 years, per year+20.5%[…]

3 years, per year+16.7%[…]

Worst drop · 1Y−15.0%[…]

Volatility · 1Y23.3%[…]

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%

$44.1BAssets$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%

$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: XLE, CSIO

Today

4.2%most shared, XLE and CSIO

XLECSIO

XLE—4.2%

CSIO4.2%—

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

KeptFee

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