Compare · 3 funds side by side · dividends reinvested

CSEN, IXC and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,972IXC · best of the three

02 / 04

CSEN, IXC and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$2.7B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.5

Cohen & Steers Future of Energy Active ETFSectors · Energy0.80%0.70%[…][…][…][…][…][…]$156M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSEN 2013 · IXC 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Future of Energy Active ETF · $156M[…]

CSEN

IXC

iShares Global Energy ETF · $2.7B$23,972

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

CSENMeasureIXC

[…]Year to dateJan 1 → Nov 6+37.9%

[…]1 yearTotal return+42.3%

[…]3 years · per year$10,000 became […] · $16,078+17.2%

[…]5 years · per year$10,000 became […] · $23,972+19.1%

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

0.70%Trailing 12-mo yield$70 · $276 a year on $10k2.76%

[…]Worst dropSmaller is better−15.4%

[…]VolatilityLower is calmer21.8%

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

0–2IXC wins

End-of-day Nov 6, 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

40.4%in top 5

IXC

in top 546.7%

CSENStockIXC

9.5%XOM18.2%

not top 5CVX11.3%

8.4%PSXnot top 5

8.0%COP4.4%

not top 5SHEL.L7.9%

7.5%SU.TOnot top 5

7.0%SLB.PAnot top 5

not top 5TTE.PA4.9%

Held in common26.8%

End-of-day Nov 6, 2026 · share of each fund

CSEN vs IXC Returns, Every Period

CohenSteersCSEN

[…]

past year

IXCiShares

+42.3%

past year

Returns […]

CSENIXCFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSEN vs IXC

YTD

CohenSteersCSEN

[…]

IXCiShares

+37.9%

[…]Year to date+37.9%

[…]Worst drop · 1Y−15.4%

[…]Volatility · 1Y21.8%

0.7%Yield2.8%

$156MAssets$2.7B

1–0IXC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSEN, IXC, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXC0.37%$37

CSEN0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSEN, IXC, XLF

2.76%highest, IXC

FundTrailing yieldYield$10k

IXC2.76%$276

XLF1.44%$144

CSEN0.70%$70

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

XLF$144 − $8 = $136

CSEN$70 − $80 = −$10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSEN, IXC, XLF

Today

26.8%most shared, CSEN and IXC

CSENIXCXLF

CSEN—26.8%0.0%

IXC26.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%IXC, at 21.8% volatility

XLFWorst drop−14.8%15.3% vol

IXCWorst drop−15.4%21.8% vol

CSENWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IXCXLF

+37.9%Year to date+5.7%

2.8%Yield1.4%

+42.3%Past year+10.4%

0.37%Fee0.08%

3–1IXC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026