XOP vs FNX

AXOP

BFNX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,102XOP · FNX $15,034

Lowest cost0.35%XOP · $35 on $10k

Most income1.74%XOP · $174 on $10k

Smallest drop−9.2%FNX · worst fall in 1Y

Held in common4.9%XOP and FNX

XOP

FNX

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.2BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4B

+10.3%3 years · per year$13,405 · $17,361+20.2%

+13.8%5 years · per year$19,102 · $15,034+8.5%

0.35%Expense ratio$35 · $62 on $10k · lower wins0.62%

1.74%12-mo yield$174 · $96 on $10k0.96%

−18.5%Worst dropSmaller wins−9.2%

30.0%VolatilityLower wins15.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXOP · FNX

3.5%RRC0.5%

2.7%AR0.4%

2.6%CNX0.4%

2.9%APA0.4%

Held in common4.9%

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%	$4.2B
2	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B

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%	$4.2B
2	BFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B

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 FNX

XOP

SPDR S&P Oil & Gas Exploration & Production

$19,102

FNX

First Trust Mid Cap Core AlphaDEX Fund

$15,034

MeasureXOPFNX

Fee0.35%0.62%

Cost on $10k a year$35$62

Yield1.74%0.96%

5 years, per year+13.8%+8.5%

3 years, per year+10.3%+20.2%

Worst drop · 1Y−18.5%−9.2%

Volatility · 1Y30.0%15.1%

3–3measures won
level

4.9%

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: XOP, FNX

Today

4.9%most shared, XOP and FNX

XOPFNX

XOP—4.9%

FNX4.9%—

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

FNX$96 − $62 = $34

KeptFee

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