CSEN vs VYM

CSEN vs VYM
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Quick Verdict

VYM has a lower expense ratio. CSEN delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: CSENMore Diversified: VYM

Side-by-Side Comparison

MetricCSENVYMWinner
Expense Ratio0.80%0.04%
AUM$176M$81.6B
Dividend Yield0.34%2.24%
Holdings35616
YTD Return+4.85%+16.42%
1Y Return-+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-5.1%-58.8%
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryEquityEquity
InceptionJun 15, 2026Nov 10, 2006

CSEN vs VYM Performance

Cohen & Steers Future of Energy Active ETF (CSEN) is a ETF from Cohen & Steers Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, CSEN is up 4.85% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.1% for CSEN and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, CSEN currently yields 0.34% against 2.24% for VYM.

Holdings Overlap

4.7%overlap

CSEN and VYM share 11 holdings out of 627 unique holdings combined, representing a 4.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CSENWeight in VYMDifference
XOM8.90%2.36%6.54%
COP6.66%0.53%6.13%
PSX6.58%0.28%6.30%
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TRGPProProPro
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Frequently Asked Questions

Which is cheaper, CSEN or VYM?

CSEN has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between CSEN and VYM?

CSEN and VYM share 11 common holdings with a 4.7% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, CSEN or VYM?

CSEN yields 0.34% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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