Compare · 2 funds side by side · dividends reinvested

CSEN and IXC

CSENCohenSteers×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,061IXC · best of the two

02 / 03

CSEN and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.56%+48.2%+52.0%+20.1%+20.2%−15.4%21.2%$3.3B1.0

Cohen & Steers Future of Energy Active ETFSectors · Energy0.80%0.66%[…][…][…][…][…][…]$161M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CSEN 2013 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Future of Energy Active ETF · $161M[…]

CSEN

IXC

iShares Global Energy ETF · $3.3B$25,061

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

CSENMeasureIXC

[…]Year to dateJan 1 → Nov 3+48.2%

[…]1 yearTotal return+52.0%

[…]3 years · per year$10,000 became […] · $17,316+20.1%

[…]5 years · per year$10,000 became […] · $25,061+20.2%

0.80%Expense ratio$80 · $37 a year on $10k · lower is better0.37%

0.66%Trailing 12-mo yield$66 · $256 a year on $10k2.56%

[…]Worst dropSmaller is better−15.4%

[…]VolatilityLower is calmer21.2%

CSENIXC Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IXC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSEN vs IXC: Top 5 Holdings

Today

CSEN

40.9%in top 5

IXC

in top 546.4%

CSENStockIXC

9.8%XOM18.5%

not top 5CVX11.2%

8.8%PSXnot top 5

8.1%COP4.5%

7.7%SU.TOnot top 5

not top 5SHEL.L7.5%

6.6%SLB.PAnot top 5

not top 5TTE.PA4.7%

Held in common29.2%

End-of-day Nov 3, 2026 · share of each fund

CSEN vs IXC Returns, Every Period

CohenSteersCSEN

[…]

past year

IXCiShares

+52.0%

past year

Returns […]

CSENIXCFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSEN vs IXC

YTD

CohenSteersCSEN

[…]

IXCiShares

+48.2%

[…]Year to date+48.2%

[…]Worst drop · 1Y−15.4%

[…]Volatility · 1Y21.2%

0.7%Yield2.6%

$161MAssets$3.3B

1–0IXC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSEN, IXC

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

CSEN0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSEN, IXC

2.56%highest, IXC

FundTrailing yieldYield$10k

IXC2.56%$256

CSEN0.66%$66

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

CSEN$66 − $80 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSEN, IXC

Today

29.2%most shared, CSEN and IXC

CSENIXC

CSEN—29.2%

IXC29.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+52.0%IXC, at 21.2% volatility

IXCWorst drop−15.4%21.2% vol

CSENWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026