XOP vs IBAT

AXOP

BIBAT

Measures won4–0XOP wins · of 6 · 5Y

$10,000 · 5Y$19,539XOP

Lowest cost0.35%XOP · $35 on $10k

Most income1.63%XOP · $163 on $10k

Smallest drop−18.5%XOP · worst fall in 1Y

Held in common0.0%XOP and IBAT

XOP

IBAT

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.4BiShares Energy Storage & Materials ETF · $55M

+12.6%3 years · per year$14,269 · […][…]

+14.3%5 years · per year$19,539 · […][…]

0.35%Expense ratio$35 · $47 on $10k · lower wins0.47%

1.63%12-mo yield$163 · $84 on $10k0.84%

−18.5%Worst dropSmaller wins−25.9%

29.2%VolatilityLower wins32.1%

4–0XOP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOP · IBAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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%	1.63%	−1.1%	+53.7%	+54.1%	+12.6%	+14.3%	−18.5%	$4.4B
2	BIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.84%	+0.6%	+26.4%	+13.6%	new	new	−25.9%	$55M

End-of-day Nov 3, 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%	1.63%	−1.1%	+53.7%	+54.1%	+12.6%	+14.3%	−18.5%	$4.4B
2	BIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.84%	+0.6%	+26.4%	+13.6%	new	new	−25.9%	$55M

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

Cards for this view

XOP vs IBAT

XOP

SPDR S&P Oil & Gas Exploration & Production

$19,539

IBAT

iShares Energy Storage & Materials

[…]

MeasureXOPIBAT

Fee0.35%0.47%

Cost on $10k a year$35$47

Yield1.63%0.84%

5 years, per year+14.3%[…]

3 years, per year+12.6%[…]

Worst drop · 1Y−18.5%−25.9%

Volatility · 1Y29.2%32.1%

4–0measures won
XOP first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XOP, IBAT

Today

0.0%most shared, XOP and IBAT

XOPIBAT

XOP—0.0%

IBAT0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$128most kept, XOP

XOP$163 − $35 = $128

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee