Compare · 2 funds side by side · dividends reinvested

FENY and CSEN

FENYFidelity×CSENCohenSteers×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,305FENY · best of the two

02 / 03

FENY and CSEN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.15%+50.5%+53.5%+19.5%+21.3%−14.9%22.5%$2.1B1.0

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: FENY 2013 · CSEN 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Energy Index ETF · $2.1B$26,305

FENY

CSEN

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

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

FENYMeasureCSEN

+50.5%Year to dateJan 1 → Nov 3[…]

+53.5%1 yearTotal return[…]

+19.5%3 years · per year$10,000 became $17,082 · […][…]

+21.3%5 years · per year$10,000 became $26,305 · […][…]

0.08%Expense ratio$8 · $80 a year on $10k · lower is better0.80%

2.15%Trailing 12-mo yield$215 · $66 a year on $10k0.66%

−14.9%Worst dropSmaller is better[…]

22.5%VolatilityLower is calmer[…]

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

2–0FENY wins

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

More Ways to See the Pairs

FENY vs CSEN: Top 5 Holdings

Today

FENY

53.0%in top 5

CSEN

in top 540.9%

FENYStockCSEN

23.3%XOM9.8%

14.9%CVXnot top 5

not top 5PSX8.8%

6.4%COP8.1%

not top 5SU.TO7.7%

not top 5SLB.PA6.6%

4.5%MPCnot top 5

4.0%VLOnot top 5

Held in common32.1%

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

FENY vs CSEN Returns, Every Period

FidelityFENY

+53.5%

past year

CSENCohenSteers

[…]

past year

Returns […]

FENYCSENFaded: behind in that period

0–0Level

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

FENY vs CSEN

YTD

FidelityFENY

+50.5%

CSENCohenSteers

[…]

+50.5%Year to date[…]

−14.9%Worst drop · 1Y[…]

22.5%Volatility · 1Y[…]

2.2%Yield0.7%

$2.1BAssets$161M

1–0FENY wins

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

Cost, Income and Risk

Fees: FENY, CSEN

Today

0.08%lowest, FENY

FundExpense ratioFee$10k

FENY0.08%$8

CSEN0.80%$80

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

Yields: FENY, CSEN

2.15%highest, FENY

FundTrailing yieldYield$10k

FENY2.15%$215

CSEN0.66%$66

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

Income After Fees on $10,000

$207most kept, FENY

FENY$215 − $8 = $207

CSEN$66 − $80 = −$14

KeptFee

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

Overlap: FENY, CSEN

Today

32.1%most shared, FENY and CSEN

FENYCSEN

FENY—32.1%

CSEN32.1%—

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

Return vs Bumpiness: 2 ETFs

+53.5%FENY, at 22.5% volatility

FENYWorst drop−14.9%22.5% 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