CSEN vs VYM

CSEN vs VYM

Which is better, CSEN or VYM?

CSEN has been ahead.

VYM has a lower expense ratio. CSEN led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 57.4%.

Lower Fees: VYMHigher Returns (1Y): CSENLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCSENVYM
Expense Ratio0.80%0.04%Best
AUM$198M$81.6B
Dividend Yield0.34%2.24%
Holdings40613
YTD Return+5.91%+14.82%Best
1Y Return-+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Top 10 Weight57.4%25.9%Best
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 15, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

CSEN vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CSEN vs VYM Performance

Cohen & Steers Future of Energy Active ETF (CSEN) is an ETF from Cohen & Steers Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, CSEN is up 5.91% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

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

CSEN already in VYM51.9%
VYM already in CSEN4.7%

51.9% of CSEN's money is in holdings VYM also owns. 4.7% of VYM's money is in holdings CSEN also owns.

The two portfolios partly overlap.

11 positions in common, counted across the 35 positions we hold weights for in CSEN and 603 in VYM, against full books of 40 and 613.

What only one of them owns

Our book lists 559 positions for VYM that do not appear in our book for CSEN (92.8% of the fund), and 15 for CSEN that do not appear in VYM (23.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CSENWeight in VYMDifference
XOMExxon Mobil Corporation Cp 7/24/20198.90%2.36%6.54%
COPConocophillips Common Stock USD 0.016.66%0.53%6.13%
PSXPhillips 666.58%0.28%6.30%
VLOValero Energy6.42%0.32%6.10%
SLBSchlumberger Nv.5.97%0.29%5.68%
WMBWilliams Cos. Inc.4.66%0.38%4.28%
DVNDevon Energy Corporation4.64%0.19%4.45%
TRGPTarga Resources Partners Lp/targa Resources Partners Finance Corp.3.28%0.24%3.04%
FLSFlowserve Corp.2.02%0.04%1.98%
BKHBlack Hills Corp1.65%0.02%1.63%

51.9% of CSEN is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CSENVYM

Free for up to 10 holdings. No account needed.

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, by $76 a year on a $10,000 investment.

What is the holdings overlap between CSEN and VYM?

51.9% of CSEN's money is in holdings VYM also owns. 4.7% of VYM's is in holdings CSEN also owns. They hold 11 positions in common, counted across the 35 positions we hold weights for in CSEN and 603 in VYM.

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.

Is VYM better than CSEN?

VYM has a lower expense ratio. CSEN led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 57.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.