CSEN vs IXC

ACSEN

BIXC

Measures won0–2IXC wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common26.8%CSEN and IXC

CSEN

IXC

Cohen & Steers Future of Energy Active ETF · $162MiShares Global Energy ETF · $3.0B

[…]3 years · per year[…] · $16,169+17.4%

[…]5 years · per year[…] · $23,813+18.9%

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

0.71%12-mo yield$71 · $275 on $10k2.75%

[…]Worst dropSmaller wins−15.4%

[…]VolatilityLower wins21.8%

0–2IXC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSEN · IXC

9.5%XOM18.2%

8.0%COP4.4%

8.4%PSX2.6%

7.5%SU.TO2.2%

Held in common26.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.0B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
3	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk	0.80%	0.71%	−3.5%	new	new	new	new	[…]	$162M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.0B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
3	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk	0.80%	0.71%	−3.5%	new	new	new	new	[…]	$162M

End-of-day Nov 6, 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

$23,813

MeasureCSENIXC

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.71%2.75%

5 years, per year[…]+18.9%

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−15.4%

Volatility · 1Y[…]21.8%

2–0measures won
IXC first

26.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSEN, IXC, XLF

Today

26.8%most shared, CSEN and IXC

CSENIXCXLF

CSEN—26.8%0.0%

IXC26.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

XLF$144 − $8 = $136

CSEN$71 − $80 = −$9

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee