CSEN vs IXC

ACSEN

BIXC

Measures won0–2IXC wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC

Lowest cost0.37%IXC · $37 on $10k

Most income2.68%IXC · $268 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common28.6%CSEN and IXC

CSEN

IXC

Cohen & Steers Future of Energy Active ETF · $161MiShares Global Energy ETF · $3.3B

[…]3 years · per year[…] · $16,552+18.3%

[…]5 years · per year[…] · $24,504+19.6%

0.80%Expense ratio$80 · $37 on $10k · lower wins0.37%

0.68%12-mo yield$68 · $268 on $10k2.68%

[…]Worst dropSmaller wins−15.4%

[…]VolatilityLower wins21.7%

0–2IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSEN · IXC

9.3%XOM18.4%

7.7%COP4.4%

8.4%PSX2.7%

6.0%WMB2.2%

Held in common28.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk		0.80%	0.68%	−3.0%	new	new	new	new	[…]	$161M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk		0.80%	0.68%	−3.0%	new	new	new	new	[…]	$161M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSEN vs IXC

CSEN

Cohen & Steers Future of Energy Active

[…]

IXC

iShares Global Energy

$24,504

MeasureCSENIXC

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.68%2.68%

5 years, per year[…]+19.6%

3 years, per year[…]+18.3%

Worst drop · 1Y[…]−15.4%

Volatility · 1Y[…]21.7%

2–0measures won
IXC first

28.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSEN, IXC

Today

28.6%most shared, CSEN and IXC

CSENIXC

CSEN—28.6%

IXC28.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

CSEN$68 − $80 = −$12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee