XOP vs SPY

AXOP

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,340XOP · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.79%XOP · $179 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.9%XOP and SPY

XOP

SPY

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.1BState Street SPDR S&P 500 ETF · $819B

+8.7%3 years · per year$12,853 · $18,174+22.0%

+12.9%5 years · per year$18,340 · $17,099+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

1.79%12-mo yield$179 · $103 on $10k1.03%

−18.5%Worst dropSmaller wins−8.9%

30.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOP · SPY

3.0%XOM1.0%

2.9%CVX0.6%

2.9%COP0.2%

2.8%MPC0.2%

Held in common2.9%

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

Both

5Y2 funds

#			Trend
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%	$4.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

End-of-day Nov 5, 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%	1.79%	−2.9%	+39.7%	+41.1%	+8.7%	+12.9%	−18.5%	$4.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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 SPY

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,340

SPY

SPDR S&P 500

$17,099

MeasureXOPSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.79%1.03%

5 years, per year+12.9%+11.3%

3 years, per year+8.7%+22.0%

Worst drop · 1Y−18.5%−8.9%

Volatility · 1Y30.1%13.6%

4–2measures won
SPY first

2.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XOP, SPY

Today

2.9%most shared, XOP and SPY

XOPSPY

XOP—2.9%

SPY2.9%—

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

SPY$103 − $9 = $94

KeptFee

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