XOP vs DFAS

AXOP

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$18,421XOP · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · 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	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
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	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
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VTV

Today

6.6%most shared, XOP and VTV

XOPDFASVTV

XOP—2.5%6.6%

DFAS2.5%—0.1%

VTV6.6%0.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XOP$180 − $35 = $145

DFAS$103 − $30 = $73

KeptFee

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