IEO vs XOP

AIEO

BXOP

Measures won4–2IEO wins · of 6 · 5Y

$10,000 · 5Y$23,417IEO · XOP $18,421

Lowest cost0.35%XOP · $35 on $10k

Most income1.80%XOP · $180 on $10k

Smallest drop−16.3%IEO · worst fall in 1Y

Held in common55.7%IEO and XOP

IEO

XOP

iShares U.S. Oil & Gas Exploration & Production ETF · $820MState Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.1B

+13.1%3 years · per year$14,464 · $12,853+8.7%

+18.6%5 years · per year$23,417 · $18,421+13.0%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

1.69%12-mo yield$169 · $180 on $10k1.80%

−16.3%Worst dropSmaller wins−18.5%

28.3%VolatilityLower wins30.1%

4–2IEO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEO · XOP

18.7%COP2.9%

4.8%EOG2.9%

4.6%PSX2.8%

12.2%MPC2.8%

Held in common55.7%

End-of-day Nov 6, 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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.69%	−0.3%	+47.2%	+49.1%	+13.1%	+18.6%	−16.3%	$820M
2	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.80%	−0.2%	+39.4%	+42.1%	+8.7%	+13.0%	−18.5%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.69%	−0.3%	+47.2%	+49.1%	+13.1%	+18.6%	−16.3%	$820M
2	BXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.80%	−0.2%	+39.4%	+42.1%	+8.7%	+13.0%	−18.5%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IEO vs XOP

IEO

iShares U.S. Oil & Gas Exploration & Production

$23,417

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,422

MeasureIEOXOP

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield1.69%1.80%

5 years, per year+18.6%+13.0%

3 years, per year+13.1%+8.7%

Worst drop · 1Y−16.3%−18.5%

Volatility · 1Y28.3%30.1%

4–2measures won
IEO first

55.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IEO, XOP

Today

55.7%most shared, IEO and XOP

IEOXOP

IEO—55.7%

XOP55.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, XOP

XOP$180 − $35 = $145

IEO$169 − $37 = $132

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee