FENY vs CSEN

AFENY

BCSEN

Measures won2–0FENY wins · of 6 · 5Y

$10,000 · 5Y$24,680FENY

Lowest cost0.08%FENY · $8 on $10k

Most income2.32%FENY · $232 on $10k

Smallest drop−14.9%FENY · worst fall in 1Y

Held in common30.0%FENY and CSEN

FENY

CSEN

Fidelity MSCI Energy Index ETF · $2.4BCohen & Steers Future of Energy Active ETF · $154M

+15.2%3 years · per year$15,289 · […][…]

+19.8%5 years · per year$24,680 · […][…]

0.08%Expense ratio$8 · $80 on $10k · lower wins0.80%

2.32%12-mo yield$232 · $69 on $10k0.69%

−14.9%Worst dropSmaller wins[…]

23.3%VolatilityLower wins[…]

2–0FENY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFENY · CSEN

23.5%XOM9.4%

6.5%COP7.9%

3.8%PSX8.2%

3.0%WMB6.2%

Held in common30.0%

End-of-day Nov 9, 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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.32%	+0.6%	+39.4%	+42.5%	+15.2%	+19.8%	−14.9%	$2.4B
2	BCSEN	Cohen & Steers Future of Energy Active ETFRead Desk		0.80%	0.69%	+1.1%	new	new	new	new	[…]	$154M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.32%	+0.6%	+39.4%	+42.5%	+15.2%	+19.8%	−14.9%	$2.4B
2	BCSEN	Cohen & Steers Future of Energy Active ETFRead Desk		0.80%	0.69%	+1.1%	new	new	new	new	[…]	$154M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FENY vs CSEN

FENY

Fidelity MSCI Energy Index

$24,680

CSEN

Cohen & Steers Future of Energy Active

[…]

MeasureFENYCSEN

Fee0.08%0.80%

Cost on $10k a year$8$80

Yield2.32%0.69%

5 years, per year+19.8%[…]

3 years, per year+15.2%[…]

Worst drop · 1Y−14.9%[…]

Volatility · 1Y23.3%[…]

2–0measures won
FENY first

30.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FENY, CSEN

Today

30.0%most shared, FENY and CSEN

FENYCSEN

FENY—30.0%

CSEN30.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, FENY

FENY$232 − $8 = $224

CSEN$69 − $80 = −$11

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee