CSEN vs XLE

ACSEN

BXLE

Measures won0–2XLE wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE

Lowest cost0.08%XLE · $8 on $10k

Most income2.28%XLE · $228 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common33.0%CSEN and XLE

CSEN

XLE

Cohen & Steers Future of Energy Active ETF · $161MState Street Energy Select Sector SPDR ETF · $44.6B

[…]3 years · per year[…] · $17,324+20.1%

[…]5 years · per year[…] · $26,887+21.9%

0.80%Expense ratio$80 · $8 on $10k · lower wins0.08%

0.66%12-mo yield$66 · $228 on $10k2.28%

[…]Worst dropSmaller wins−15.0%

[…]VolatilityLower wins22.6%

0–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSEN · XLE

9.8%XOM24.3%

8.1%COP7.2%

8.8%PSX4.5%

5.8%WMB4.2%

Held in common33.0%

End-of-day Nov 3, 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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk		0.80%	0.66%	+0.5%	new	new	new	new	[…]	$161M

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

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	ACSEN	Cohen & Steers Future of Energy Active ETFRead Desk		0.80%	0.66%	+0.5%	new	new	new	new	[…]	$161M

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

Cards for this view

CSEN vs XLE

CSEN

Cohen & Steers Future of Energy Active

[…]

XLE

Energy Select Sector SPDR

$26,887

MeasureCSENXLE

Fee0.80%0.08%

Cost on $10k a year$80$8

Yield0.66%2.28%

5 years, per year[…]+21.9%

3 years, per year[…]+20.1%

Worst drop · 1Y[…]−15.0%

Volatility · 1Y[…]22.6%

2–0measures won
XLE first

33.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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

Overlap: CSEN, XLE

Today

33.0%most shared, CSEN and XLE

CSENXLE

CSEN—33.0%

XLE33.0%—

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

CSEN$66 − $80 = −$14

KeptFee

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