IBAT vs XOP

AIBAT

BXOP

Measures won0–4XOP wins · of 6 · 5Y

$10,000 · 5Y$18,340XOP

Lowest cost0.35%XOP · $35 on $10k

Most income1.79%XOP · $179 on $10k

Smallest drop−18.5%XOP · worst fall in 1Y

Held in common0.0%IBAT and XOP

IBAT

XOP

iShares Energy Storage & Materials ETF · $55MState Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.2B

[…]3 years · per year[…] · $12,853+8.7%

[…]5 years · per year[…] · $18,340+12.9%

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.92%12-mo yield$92 · $179 on $10k1.79%

−30.7%Worst dropSmaller wins−18.5%

33.4%VolatilityLower wins30.1%

0–4XOP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · XOP

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	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	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

IBAT vs XOP

IBAT

iShares Energy Storage & Materials

[…]

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,340

MeasureIBATXOP

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.92%1.79%

5 years, per year[…]+12.9%

3 years, per year[…]+8.7%

Worst drop · 1Y−30.7%−18.5%

Volatility · 1Y33.4%30.1%

4–0measures won
XOP first

0.0%

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: IBAT, XOP

Today

0.0%most shared, IBAT and XOP

IBATXOP

IBAT—0.0%

XOP0.0%—

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

IBAT$92 − $47 = $45

KeptFee

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