Compare · 3 funds side by side · dividends reinvested

CSEN, SCHD and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,984XLK · best of the three

02 / 04

CSEN, SCHD and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B1.9

Cohen & Steers Future of Energy Active ETFSectors · Energy0.80%0.69%[…][…][…][…][…][…]$154M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSEN 2013 · SCHD 2011 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Future of Energy Active ETF · $154M[…]

CSEN

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

CSENMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.69%Trailing 12-mo yield$69 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSEN vs SCHD: Top 5 Holdings

Today

CSEN

39.9%in top 5

SCHD

in top 521.4%

CSENStockSCHD

9.4%XOMnot top 5

8.2%PSXnot top 5

7.9%COPnot top 5

7.3%SU.TOnot top 5

7.0%SLB.PAnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common5.0%

End-of-day Nov 9, 2026 · share of each fund

CSEN vs SCHD Returns, Every Period

CohenSteersCSEN

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

CSENSCHDFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: CSEN vs SCHD

YTD

CohenSteersCSEN

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.7%Yield3.0%

$154MAssets$120B

1–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSEN, SCHD, XLK

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLK0.08%$8

CSEN0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSEN, SCHD, XLK

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CSEN0.69%$69

XLK0.49%$49

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

XLK$49 − $8 = $41

CSEN$69 − $80 = −$11

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSEN, SCHD, XLK

Today

5.0%most shared, CSEN and SCHD

CSENSCHDXLK

CSEN—5.0%0.1%

SCHD5.0%—3.9%

XLK0.1%3.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

XLKWorst drop−19.6%28.6% vol

CSENWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLK

+33.2%Year to date+19.1%

3.0%Yield0.5%

+39.1%Past year+18.8%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026