XOP vs VTV

AXOP

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,421XOP · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.6%XOP and VTV

XOP

VTV

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.1BVanguard Morningstar Value ETF · $184B

+8.7%3 years · per year$12,853 · $17,687+20.9%

+13.0%5 years · per year$18,421 · $17,585+12.0%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.80%12-mo yield$180 · $187 on $10k1.87%

−18.5%Worst dropSmaller wins−6.4%

30.1%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOP · VTV

3.0%XOM2.6%

2.9%CVX1.5%

2.9%COP0.6%

2.7%VLO0.4%

Held in common6.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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 VTV

XOP

SPDR S&P Oil & Gas Exploration & Production

$18,422

VTV

Vanguard Morningstar Value

$17,585

MeasureXOPVTV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.80%1.87%

5 years, per year+13.0%+12.0%

3 years, per year+8.7%+20.9%

Worst drop · 1Y−18.5%−6.4%

Volatility · 1Y30.1%10.7%

5–1measures won
VTV first

6.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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, VTV

Today

6.6%most shared, XOP and VTV

XOPVTV

XOP—6.6%

VTV6.6%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XOP$180 − $35 = $145

KeptFee

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