CSEN vs SCHD
Cohen & Steers Future of Energy Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. CSEN delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | CSEN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.06% | |
| AUM | $176M | $108.7B | |
| Dividend Yield | 0.34% | 3.13% | |
| Holdings | 35 | 104 | |
| YTD Return | +5.49% | +25.69% | |
| 1Y Return | - | +30.41% | |
| 3Y Return (annualized) | - | +16.03% | |
| 5Y Return (annualized) | - | +9.64% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -5.1% | -33.4% | |
| Fund Family | Cohen & Steers Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2026 | Oct 20, 2011 |
CSEN vs SCHD Performance
Cohen & Steers Future of Energy Active ETF (CSEN) is a ETF from Cohen & Steers Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CSEN is up 5.49% versus a gain of 25.69% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.1% for CSEN and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CSEN charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, CSEN currently yields 0.34% against 3.13% for SCHD.
Holdings Overlap
CSEN and SCHD share 3 holdings out of 132 unique holdings combined, representing a 6.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CSEN or SCHD?
CSEN has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
What is the holdings overlap between CSEN and SCHD?
CSEN and SCHD share 3 common holdings with a 6.7% weight overlap. Combined, they hold 132 unique securities.
Which pays a higher dividend, CSEN or SCHD?
CSEN yields 0.34% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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