DBO vs SPY

ADBO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,992DBO · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.80%DBO · $180 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%DBO and SPY

DBO

SPY

Invesco DB Oil Fund · $310MState Street SPDR S&P 500 ETF · $805B

+17.8%3 years · per year$16,362 · $18,174+22.0%

+12.5%5 years · per year$17,992 · $17,099+11.3%

0.81%Expense ratio$81 · $9 on $10k · lower wins0.09%

1.80%12-mo yield$180 · $103 on $10k1.03%

−27.7%Worst dropSmaller wins−8.9%

42.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDBO · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	ADBO	Invesco DB Oil FundRead Desk		0.81%	1.80%	+1.2%	+95.4%	+88.2%	+17.8%	+12.5%	−27.7%	$310M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADBO	Invesco DB Oil FundRead Desk		0.81%	1.80%	+1.2%	+95.4%	+88.2%	+17.8%	+12.5%	−27.7%	$310M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DBO vs SPY

DBO

Invesco DB Oil Fund

$17,993

SPY

SPDR S&P 500

$17,099

MeasureDBOSPY

Fee0.81%0.09%

Cost on $10k a year$81$9

Yield1.80%1.03%

5 years, per year+12.5%+11.3%

3 years, per year+17.8%+22.0%

Worst drop · 1Y−27.7%−8.9%

Volatility · 1Y42.8%13.6%

4–2measures won
SPY first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DBO, SPY

Today

0.0%most shared, DBO and SPY

DBOSPY

DBO—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, DBO

DBO$180 − $81 = $99

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee