XOP vs DFAS

AXOP

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$18,340XOP · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.79%XOP · $179 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 · $4.2BDimensional - US Small Cap ETF · $35.2B

+8.7%3 years · per year$12,853 · $16,215+17.5%

+12.9%5 years · per year$18,340 · $13,932+6.9%

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

1.79%12-mo yield$179 · $104 on $10k1.04%

−18.5%Worst dropSmaller wins−9.4%

30.1%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXOP · DFAS

3.6%RRC0.2%

2.7%AR0.2%

2.7%PBF0.2%

2.8%DINO0.2%

Held in common2.5%

End-of-day Nov 5, 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%	1.79%	−2.9%	+39.7%	+41.1%	+8.7%	+12.9%	−18.5%	$4.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

End-of-day Nov 5, 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%	1.79%	−2.9%	+39.7%	+41.1%	+8.7%	+12.9%	−18.5%	$4.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

End-of-day Nov 5, 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

$18,340

DFAS

Dimensional - US Small Cap

$13,932

MeasureXOPDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield1.79%1.04%

5 years, per year+12.9%+6.9%

3 years, per year+8.7%+17.5%

Worst drop · 1Y−18.5%−9.4%

Volatility · 1Y30.1%15.8%

4–2measures won
DFAS first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XOP, DFAS, VUG

Today

2.5%most shared, XOP and DFAS

XOPDFASVUG

XOP—2.5%0.1%

DFAS2.5%—0.0%

VUG0.1%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, XOP

XOP$179 − $35 = $144

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee