IXC vs XOP

AIXC

BXOP

Measures won5–1IXC wins · of 6 · 5Y

$10,000 · 5Y$25,061IXC · XOP $19,539

Lowest cost0.35%XOP · $35 on $10k

Most income2.56%IXC · $256 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common24.5%IXC and XOP

IXC

XOP

iShares Global Energy ETF · $3.3BState Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.4B

+20.1%3 years · per year$17,316 · $14,269+12.6%

+20.2%5 years · per year$25,061 · $19,539+14.3%

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

2.56%12-mo yield$256 · $163 on $10k1.63%

−15.4%Worst dropSmaller wins−18.5%

21.2%VolatilityLower wins29.2%

5–1IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · XOP

18.5%XOM2.9%

4.5%COP2.8%

3.0%MPC2.8%

11.2%CVX2.8%

Held in common24.5%

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
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

IXC vs XOP

IXC

iShares Global Energy

$25,061

XOP

SPDR S&P Oil & Gas Exploration & Production

$19,539

MeasureIXCXOP

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.56%1.63%

5 years, per year+20.2%+14.3%

3 years, per year+20.1%+12.6%

Worst drop · 1Y−15.4%−18.5%

Volatility · 1Y21.2%29.2%

5–1measures won
IXC first

24.5%

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: IXC, XOP

Today

24.5%most shared, IXC and XOP

IXCXOP

IXC—24.5%

XOP24.5%—

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

Income After Fees on $10,000

$219most kept, IXC

IXC$256 − $37 = $219

XOP$163 − $35 = $128

KeptFee

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