XOP vs DFAS

AXOP

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$19,102XOP · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.74%XOP · $174 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common2.7%XOP and DFAS

XOP

DFAS

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.4BDimensional - US Small Cap ETF · $34.7B

+10.3%3 years · per year$13,405 · $16,976+19.3%

+13.8%5 years · per year$19,102 · $14,758+8.1%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

1.74%12-mo yield$174 · $100 on $10k1.00%

−18.5%Worst dropSmaller wins−9.4%

30.0%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOP · DFAS

3.5%RRC0.3%

2.7%PBF0.2%

2.7%AR0.2%

2.8%DINO0.2%

Held in common2.7%

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	AXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.74%	−6.4%	+43.8%	+43.3%	+10.3%	+13.8%	−18.5%	$4.4B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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	AXOP	State Street SPDR S&P Oil & Gas Exploration & Production ETFRead Desk		0.35%	1.74%	−6.4%	+43.8%	+43.3%	+10.3%	+13.8%	−18.5%	$4.4B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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

XOP vs DFAS

XOP

SPDR S&P Oil & Gas Exploration & Production

$19,102

DFAS

Dimensional - US Small Cap

$14,758

MeasureXOPDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield1.74%1.00%

5 years, per year+13.8%+8.1%

3 years, per year+10.3%+19.3%

Worst drop · 1Y−18.5%−9.4%

Volatility · 1Y30.0%15.3%

4–2measures won
DFAS first

2.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XOP, DFAS

Today

2.7%most shared, XOP and DFAS

XOPDFAS

XOP—2.7%

DFAS2.7%—

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

Income After Fees on $10,000

$139most kept, XOP

XOP$174 − $35 = $139

DFAS$100 − $30 = $70

KeptFee

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