CSEN vs SPYM

ACSEN

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VOO $17,156

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common2.0%CSEN and SPYM

CSEN

SPYM

Cohen & Steers Future of Energy Active ETF · $162MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

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

0.71%12-mo yield$71 · $106 on $10k1.06%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–2SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSEN · SPYM

9.1%XOM1.1%

7.6%COP0.2%

1.6%VLO0.2%

8.2%PSX0.2%

Held in common2.0%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 5, 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

$17,164

MeasureCSENSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield0.71%1.06%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
SPYM first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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 5, 2026

Overlap: CSEN, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

CSENSPYMVOO

CSEN—2.0%2.0%

SPYM2.0%—93.5%

VOO2.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

CSEN$71 − $80 = −$9

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee