CSIO vs QQQ

CSIO vs QQQ

Which is better, CSIO or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.3%.

Lower Fees: QQQLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCSIOQQQ
Expense Ratio0.65%0.18%Best
AUM$46M$486.1B
Dividend Yield1.46%0.44%
Holdings31107
YTD Return+15.00%+17.54%Best
1Y Return-+25.59%
3Y Return (annualized)-+24.63%
5Y Return (annualized)-+14.18%
Top 10 Weight52.3%46.5%Best
Fund FamilyCohen & Steers FundsInvesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionDec 9, 2025Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

CSIO vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CSIO vs QQQ Performance

Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) is an ETF from Cohen & Steers Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, CSIO is up 15.00% versus a gain of 17.54% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

CSIO charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, CSIO currently yields 1.46% against 0.44% for QQQ.

Holdings Overlap

CSIO already in QQQ10.8%
QQQ already in CSIO0.6%

10.8% of CSIO's money is in holdings QQQ also owns. 0.6% of QQQ's money is in holdings CSIO also owns.

CSIO and QQQ share little of their money.

2 positions in common, counted across the 29 positions we hold weights for in CSIO and 102 in QQQ, against full books of 31 and 107.

What only one of them owns

Our book lists 95 positions for QQQ that do not appear in our book for CSIO (97.1% of the fund), and 14 for CSIO that do not appear in QQQ (48.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CSIOWeight in QQQDifference
CSXCsx Corp.7.26%0.42%6.84%
FER:ASFerrovial Se3.52%0.21%3.31%

You are not choosing between two funds in isolation.

Whichever of CSIO and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CSIOQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CSIO or QQQ?

CSIO has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between CSIO and QQQ?

10.8% of CSIO's money is in holdings QQQ also owns. 0.6% of QQQ's is in holdings CSIO also owns. They hold 2 positions in common, counted across the 29 positions we hold weights for in CSIO and 102 in QQQ.

Which pays a higher dividend, CSIO or QQQ?

CSIO yields 1.46% while QQQ yields 0.44%, so CSIO currently pays the higher dividend yield.

Is QQQ better than CSIO?

QQQ has a lower expense ratio. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.