CSEN vs SPYM

ACSEN

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.9%CSEN and SPYM

CSEN

SPYM

Cohen & Steers Future of Energy Active ETF · $156MState Street SPDR Portfolio S&P 500 ETF · $178B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

0.70%12-mo yield$70 · $105 on $10k1.05%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–2SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSEN · SPYM

9.5%XOM1.1%

8.0%COP0.3%

8.4%PSX0.2%

6.3%WMB0.1%

Held in common1.9%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk	0.80%	0.70%	+1.2%	new	new	new	new	[…]	$156M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk	0.80%	0.70%	+1.2%	new	new	new	new	[…]	$156M

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 SPYM

CSEN

Cohen & Steers Future of Energy Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureCSENSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield0.70%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
SPYM first

1.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSEN, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CSENSPYMSPY

CSEN—1.9%1.9%

SPYM1.9%—99.9%

SPY1.9%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

CSEN$70 − $80 = −$10

KeptFee

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