IXC vs CSEN

AIXC

BCSEN

Measures won2–0IXC wins · of 6 · 5Y

$10,000 · 5Y$25,061IXC

Lowest cost0.37%IXC · $37 on $10k

Most income2.56%IXC · $256 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common29.2%IXC and CSEN

IXC

CSEN

iShares Global Energy ETF · $3.3BCohen & Steers Future of Energy Active ETF · $161M

+20.1%3 years · per year$17,316 · […][…]

+20.2%5 years · per year$25,061 · […][…]

0.37%Expense ratio$37 · $80 on $10k · lower wins0.80%

2.56%12-mo yield$256 · $66 on $10k0.66%

−15.4%Worst dropSmaller wins[…]

21.2%VolatilityLower wins[…]

2–0IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · CSEN

18.5%XOM9.8%

4.5%COP8.1%

2.7%PSX8.8%

2.2%SU.TO7.7%

Held in common29.2%

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	BCSEN	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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	BCSEN	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

IXC vs CSEN

IXC

iShares Global Energy

$25,061

CSEN

Cohen & Steers Future of Energy Active

[…]

MeasureIXCCSEN

Fee0.37%0.80%

Cost on $10k a year$37$80

Yield2.56%0.66%

5 years, per year+20.2%[…]

3 years, per year+20.1%[…]

Worst drop · 1Y−15.4%[…]

Volatility · 1Y21.2%[…]

2–0measures won
IXC first

29.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IXC, CSEN

Today

29.2%most shared, IXC and CSEN

IXCCSEN

IXC—29.2%

CSEN29.2%—

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

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

CSEN$66 − $80 = −$14

KeptFee

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