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

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

IXC

CSEN

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

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

IXCMeasureCSEN

+48.2%Year to dateJan 1 → Nov 3[…]

+52.0%1 yearTotal return[…]

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

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

0.37%Expense ratio$37 · $80 a year on $10k · lower is better0.80%

2.56%Trailing 12-mo yield$256 · $66 a year on $10k0.66%

−15.4%Worst dropSmaller is better[…]

21.2%VolatilityLower is calmer[…]

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

2–0IXC wins

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

More Ways to See the Pairs

IXC vs CSEN: Top 5 Holdings

Today

IXC

46.4%in top 5

CSEN

in top 540.9%

IXCStockCSEN

18.5%XOM9.8%

11.2%CVXnot top 5

not top 5PSX8.8%

4.5%COP8.1%

not top 5SU.TO7.7%

7.5%SHEL.Lnot top 5

not top 5SLB.PA6.6%

4.7%TTE.PAnot top 5

Held in common29.2%

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

IXC vs CSEN Returns, Every Period

iSharesIXC

+52.0%

past year

CSENCohenSteers

[…]

past year

Returns […]

IXCCSENFaded: behind in that period

0–0Level

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

IXC vs CSEN

YTD

iSharesIXC

+48.2%

CSENCohenSteers

[…]

+48.2%Year to date[…]

−15.4%Worst drop · 1Y[…]

21.2%Volatility · 1Y[…]

2.6%Yield0.7%

$3.3BAssets$161M

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