XOP vs SPYM

AXOP

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,421XOP · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.80%XOP · $180 on $10k

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

Held in common2.9%XOP and SPYM

XOP

SPYM

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+8.7%3 years · per year$12,853 · $18,082+21.8%

+13.0%5 years · per year$18,421 · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

1.80%12-mo yield$180 · $105 on $10k1.05%

−18.5%Worst dropSmaller wins−8.9%

30.1%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOP · SPYM

3.0%XOM1.1%

2.9%CVX0.7%

2.9%COP0.3%

2.8%MPC0.2%

Held in common2.9%

End-of-day Nov 6, 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%	1.80%	−0.2%	+39.4%	+42.1%	+8.7%	+13.0%	−18.5%	$4.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 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%	1.80%	−0.2%	+39.4%	+42.1%	+8.7%	+13.0%	−18.5%	$4.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XOP vs SPYM

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,422

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXOPSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.80%1.05%

5 years, per year+13.0%+11.4%

3 years, per year+8.7%+21.8%

Worst drop · 1Y−18.5%−8.9%

Volatility · 1Y30.1%13.6%

4–2measures won
SPYM first

2.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XOP, SPYM

Today

2.9%most shared, XOP and SPYM

XOPSPYM

XOP—2.9%

SPYM2.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, XOP

XOP$180 − $35 = $145

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee