XES vs DBE

AXES

BDBE

Measures won2–4DBE wins · of 6 · 5Y

$10,000 · 5Y$22,698DBE · XES $18,030

Lowest cost0.35%XES · $35 on $10k

Most income1.88%DBE · $188 on $10k

Smallest drop−24.7%DBE · worst fall in 1Y

Held in common0.0%XES and DBE

XES

DBE

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $335MInvesco DB Energy Fund · $142M

+5.8%3 years · per year$11,851 · $18,276+22.3%

+12.5%5 years · per year$18,030 · $22,698+17.8%

0.35%Expense ratio$35 · $79 on $10k · lower wins0.79%

1.20%12-mo yield$120 · $188 on $10k1.88%

−25.0%Worst dropSmaller wins−24.7%

32.0%VolatilityLower wins41.3%

2–4DBE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXES · DBE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BDBE	Invesco DB Energy FundRead Desk		0.79%	1.88%	−7.1%	+105.2%	+93.4%	+22.3%	+17.8%	−24.7%	$142M
2	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk		0.35%	1.20%	−5.8%	+22.7%	+22.2%	+5.8%	+12.5%	−25.0%	$335M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDBE	Invesco DB Energy FundRead Desk		0.79%	1.88%	−7.1%	+105.2%	+93.4%	+22.3%	+17.8%	−24.7%	$142M
2	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk		0.35%	1.20%	−5.8%	+22.7%	+22.2%	+5.8%	+12.5%	−25.0%	$335M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XES vs DBE

XES

SPDR S&P Oil & Gas Equipment & Services

$18,030

DBE

Invesco DB Energy Fund

$22,698

MeasureXESDBE

Fee0.35%0.79%

Cost on $10k a year$35$79

Yield1.20%1.88%

5 years, per year+12.5%+17.8%

3 years, per year+5.8%+22.3%

Worst drop · 1Y−25.0%−24.7%

Volatility · 1Y32.0%41.3%

4–2measures won
DBE first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XES, DBE

Today

0.0%most shared, XES and DBE

XESDBE

XES—0.0%

DBE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, DBE

DBE$188 − $79 = $109

XES$120 − $35 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee