FTXN vs XOP

AFTXN

BXOP

Measures won5–1FTXN wins · of 6 · 5Y

$10,000 · 5Y$21,676FTXN · XOP $19,539

Lowest cost0.35%XOP · $35 on $10k

Most income1.74%FTXN · $174 on $10k

Smallest drop−16.4%FTXN · worst fall in 1Y

Held in common50.8%FTXN and XOP

FTXN

XOP

First Trust Nasdaq Oil & Gas ETF · $1.2BState Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.4B

+15.3%3 years · per year$15,309 · $14,269+12.6%

+16.7%5 years · per year$21,676 · $19,539+14.3%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

1.74%12-mo yield$174 · $163 on $10k1.63%

−16.4%Worst dropSmaller wins−18.5%

24.9%VolatilityLower wins29.2%

5–1FTXN wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXN · XOP

8.2%XOM2.9%

5.6%EOG2.8%

8.2%COP2.8%

7.5%MPC2.8%

Held in common50.8%

End-of-day Nov 3, 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	AFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk		0.60%	1.74%	−0.9%	+49.2%	+53.1%	+15.3%	+16.7%	−16.4%	$1.2B
2	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.63%	−1.1%	+53.7%	+54.1%	+12.6%	+14.3%	−18.5%	$4.4B

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

Both

5Y2 funds

#			Trend
1	AFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk		0.60%	1.74%	−0.9%	+49.2%	+53.1%	+15.3%	+16.7%	−16.4%	$1.2B
2	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.63%	−1.1%	+53.7%	+54.1%	+12.6%	+14.3%	−18.5%	$4.4B

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

Cards for this view

FTXN vs XOP

FTXN

First Trust Nasdaq Oil & Gas

$21,676

XOP

SPDR S&P Oil & Gas Exploration & Production

$19,539

MeasureFTXNXOP

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield1.74%1.63%

5 years, per year+16.7%+14.3%

3 years, per year+15.3%+12.6%

Worst drop · 1Y−16.4%−18.5%

Volatility · 1Y24.9%29.2%

5–1measures won
FTXN first

50.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FTXN, XOP

Today

50.8%most shared, FTXN and XOP

FTXNXOP

FTXN—50.8%

XOP50.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$128most kept, XOP

XOP$163 − $35 = $128

FTXN$174 − $60 = $114

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee