Compare · 2 funds side by side · dividends reinvested

CSEN and XLE

CSENCohenSteers×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,887XLE · best of the two

02 / 03

CSEN and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.0

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 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CSEN

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,887

$10,000 five years ago, dividends reinvested · they hold 33.0% in common

CSENMeasureXLE

[…]Year to dateJan 1 → Nov 3+52.1%

[…]1 yearTotal return+55.6%

[…]3 years · per year$10,000 became […] · $17,324+20.1%

[…]5 years · per year$10,000 became […] · $26,887+21.9%

0.80%Expense ratio$80 · $8 a year on $10k · lower is better0.08%

0.66%Trailing 12-mo yield$66 · $228 a year on $10k2.28%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer22.6%

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

0–2XLE 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 XLE: Top 5 Holdings

Today

CSEN

40.9%in top 5

XLE

in top 558.9%

CSENStockXLE

9.8%XOM24.3%

not top 5CVX18.3%

8.8%PSX4.5%

8.1%COP7.2%

7.7%SU.TOnot top 5

6.6%SLB.PAnot top 5

not top 5MPC4.6%

Held in common33.0%

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

CSEN vs XLE Returns, Every Period

CohenSteersCSEN

[…]

past year

XLESPDR

+55.6%

past year

Returns […]

CSENXLEFaded: behind in that period

0–0Level

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

CSEN vs XLE

YTD

CohenSteersCSEN

[…]

XLESPDR

+52.1%

[…]Year to date+52.1%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y22.6%

0.7%Yield2.3%

$161MAssets$44.6B

1–0XLE wins

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

Cost, Income and Risk

Fees: CSEN, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

CSEN0.80%$80

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

Yields: CSEN, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

CSEN0.66%$66

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

CSEN$66 − $80 = −$14

KeptFee

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

Overlap: CSEN, XLE

Today

33.0%most shared, CSEN and XLE

CSENXLE

CSEN—33.0%

XLE33.0%—

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

Return vs Bumpiness: 2 ETFs

+55.6%XLE, at 22.6% volatility

XLEWorst drop−15.0%22.6% vol

CSENWorst drop[…][…]

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

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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