XOP vs PSCE

AXOP

BPSCE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,102XOP · XLF $16,157

Lowest cost0.08%XLF · $8 on $10k

Most income2.79%PSCE · $279 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common22.9%XOP and PSCE

XOP

PSCE

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.2BInvesco S&P SmallCap Energy ETF · $99M

+10.3%3 years · per year$13,405 · $10,370+1.2%

+13.8%5 years · per year$19,102 · $14,193+7.3%

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

1.74%12-mo yield$174 · $279 on $10k2.79%

−18.5%Worst dropSmaller wins−18.8%

30.0%VolatilityLower wins28.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXOP · PSCE

2.6%SM8.0%

2.5%DK4.0%

2.5%CRGY3.9%

2.4%MGY5.3%

Held in common22.9%

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

All Three

5Y3 funds

#
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	BPSCE	Invesco S&P SmallCap Energy ETFRead Desk	0.29%	2.79%	−7.9%	+23.6%	+22.2%	+1.2%	+7.3%	−18.8%	$99M

End-of-day Nov 4, 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%	1.74%	−6.4%	+43.8%	+43.3%	+10.3%	+13.8%	−18.5%	$4.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	BPSCE	Invesco S&P SmallCap Energy ETFRead Desk	0.29%	2.79%	−7.9%	+23.6%	+22.2%	+1.2%	+7.3%	−18.8%	$99M

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 PSCE

XOP

SPDR S&P Oil & Gas Exploration & Production

$19,102

PSCE

Invesco S&P SmallCap Energy

$14,194

MeasureXOPPSCE

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield1.74%2.79%

5 years, per year+13.8%+7.3%

3 years, per year+10.3%+1.2%

Worst drop · 1Y−18.5%−18.8%

Volatility · 1Y30.0%28.8%

3–3measures won
level

22.9%

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, PSCE, XLF

Today

22.9%most shared, XOP and PSCE

XOPPSCEXLF

XOP—22.9%0.0%

PSCE22.9%—0.0%

XLF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$250most kept, PSCE

PSCE$279 − $29 = $250

XOP$174 − $35 = $139

XLF$140 − $8 = $132

KeptFee

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