CSEN vs. XLE
CSEN (Cohen & Steers Future of Energy Active ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both Energy Equities funds. CSEN is actively managed, while XLE is passively managed. A 0.59 correlation means they provide meaningful diversification when combined. CSEN charges 0.80%/yr vs 0.08%/yr for XLE.
Performance
CSEN vs. XLE - Performance Comparison
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Returns By Period
CSEN
- 1D
- 0.84%
- 1M
- -0.75%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLE
- 1D
- 0.37%
- 1M
- -0.33%
- 6M
- 22.84%
- YTD
- 29.13%
- 1Y
- 33.24%
- 3Y*
- 15.47%
- 5Y*
- 22.22%
- 10Y*
- 9.46%
CSEN vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CSEN Cohen & Steers Future of Energy Active ETF | -0.75% |
XLE State Street Energy Select Sector SPDR ETF | -0.33% |
Correlation
The correlation between CSEN and XLE is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 15, 2026 | 0.59 |
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Return for Risk
CSEN vs. XLE — Risk / Return Rank
CSEN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XLE
CSEN vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Future of Energy Active ETF (CSEN) and State Street Energy Select Sector SPDR ETF (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSEN | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.23 | — |
| Martin ratioReturn relative to average drawdown | — | 6.04 | — |
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Drawdowns
CSEN vs. XLE - Drawdown Comparison
The maximum CSEN drawdown since its inception was -5.10%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for CSEN and XLE.
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Drawdown Indicators
| CSEN | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.10% | -71.26% | +66.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.98% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.14% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.81% | — |
Current DrawdownCurrent decline from peak | -1.00% | -8.31% | +7.31% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -17.95% | +15.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.53% | — |
Volatility
CSEN vs. XLE - Volatility Comparison
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Volatility by Period
| CSEN | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.68% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 21.02% | -5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.52% | 25.91% | -10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 29.58% | -14.06% |
CSEN vs. XLE - Expense Ratio Comparison
CSEN has a 0.80% expense ratio, which is higher than XLE's 0.08% expense ratio.
Dividends
CSEN vs. XLE - Dividend Comparison
CSEN's dividend yield for the trailing twelve months is around 0.33%, less than XLE's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSEN Cohen & Steers Future of Energy Active ETF | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE State Street Energy Select Sector SPDR ETF | 2.66% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Frequently Asked Questions
CSEN and XLE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLE is cheaper with a 0.08% expense ratio, compared with 0.80% for CSEN.
XLE has the higher dividend yield at 2.66%, compared with 0.33% for CSEN.
They also come from different issuers: Cohen & Steers and State Street. Their fees differ too: 0.80% for CSEN and 0.08% for XLE.
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