XOP vs DFAS

AXOP

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · XOP $18,421

Lowest cost0.09%VGT · $9 on $10k

Most income1.80%XOP · $180 on $10k

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

Held in common2.5%XOP and DFAS

XOP

DFAS

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.1BDimensional - US Small Cap ETF · $33.8B

+8.7%3 years · per year$12,853 · $16,130+17.3%

+13.0%5 years · per year$18,421 · $13,927+6.8%

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

1.80%12-mo yield$180 · $103 on $10k1.03%

−18.5%Worst dropSmaller wins−9.4%

30.1%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXOP · DFAS

3.6%RRC0.2%

2.8%AR0.2%

2.6%PBF0.2%

2.9%APA0.1%

Held in common2.5%

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AXOP	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
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AXOP	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
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

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

XOP vs DFAS

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,422

DFAS

Dimensional - US Small Cap

$13,927

MeasureXOPDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield1.80%1.03%

5 years, per year+13.0%+6.8%

3 years, per year+8.7%+17.3%

Worst drop · 1Y−18.5%−9.4%

Volatility · 1Y30.1%15.7%

4–2measures won
DFAS first

2.5%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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

Overlap: XOP, DFAS, VGT

Today

6.6%most shared, DFAS and VGT

XOPDFASVGT

XOP—2.5%0.0%

DFAS2.5%—6.6%

VGT0.0%6.6%—

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

DFAS$103 − $30 = $73

VGT$44 − $9 = $35

KeptFee

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