DFAS vs XOP

ADFAS

BXOP

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$18,340XOP · DFAS $13,932

Lowest cost0.30%DFAS · $30 on $10k

Most income1.79%XOP · $179 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common2.5%DFAS and XOP

DFAS

XOP

Dimensional - US Small Cap ETF · $35.2BState Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.2B

+17.5%3 years · per year$16,215 · $12,853+8.7%

+6.9%5 years · per year$13,932 · $18,340+12.9%

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $179 on $10k1.79%

−9.4%Worst dropSmaller wins−18.5%

15.8%VolatilityLower wins30.1%

4–2DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · XOP

0.2%RRC3.6%

0.2%AR2.7%

0.2%PBF2.7%

0.2%DINO2.8%

Held in common2.5%

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	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.79%	−2.9%	+39.7%	+41.1%	+8.7%	+12.9%	−18.5%	$4.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.79%	−2.9%	+39.7%	+41.1%	+8.7%	+12.9%	−18.5%	$4.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

DFAS vs XOP

DFAS

Dimensional - US Small Cap

$13,932

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,340

MeasureDFASXOP

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.04%1.79%

5 years, per year+6.9%+12.9%

3 years, per year+17.5%+8.7%

Worst drop · 1Y−9.4%−18.5%

Volatility · 1Y15.8%30.1%

4–2measures won
DFAS first

2.5%

holdings shared

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

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

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

Overlap: DFAS, XOP

Today

2.5%most shared, DFAS and XOP

DFASXOP

DFAS—2.5%

XOP2.5%—

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

Income After Fees on $10,000

$144most kept, XOP

XOP$179 − $35 = $144

DFAS$104 − $30 = $74

KeptFee

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