Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DFUS vs XOP: how they differ

DFUS and XOP hold 3% of their weight in the same names, and XOP returned more over the year.

Dimensional U.S. Equity Market ETF and State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF.

What they hold in common

By the books each fund has filed, DFUS and XOP hold 3% of their money in the same securities at the same weight.

Positions DFUS and XOP both hold, largest shared weight first
HoldingDFUSXOP
EXXON MOBIL CORPORATION0.97%2.47%
CHEVRON CORPORATION0.55%2.38%
CONOCOPHILLIPS0.23%2.36%
EOG RESOURCES, INC.0.11%2.52%
VALERO ENERGY CORPORATION0.11%2.75%
MARATHON PETROLEUM CORPORATION0.11%2.64%
PHILLIPS 660.11%2.53%
OCCIDENTAL PETROLEUM CORPORATION0.07%2.31%
DIAMONDBACK ENERGY, INC.0.06%2.43%
EQT CORPORATION0.06%2.75%
DEVON ENERGY CORPORATION0.05%2.41%
TEXAS PACIFIC LAND CORPORATION0.04%3.17%
Largest positions each one holds and the other does not
Only in DFUSOnly in XOP
NVIDIA CORPORATION 6.97%Venture Global Inc 2.28%
APPLE INC. 5.86%Diversified Energy Co 0.76%
MICROSOFT CORPORATION 4.52%New Era Energy & Digital Inc 0.59%
AMAZON.COM, INC. 3.84%Sable Offshore Corp 0.48%
ALPHABET INC. 3.31%Gevo Inc 0.43%
BROADCOM INC. 2.90%
ALPHABET INC. 2.74%
META PLATFORMS, INC. 2.01%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

DFUS and XOP on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DFUS
Dimensional U.S. Equity Market ETF
XOP
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
Where it sitsCore index fundCore index fund
IssuerDimensionalState Street
What it isU.S. Equity MarketSPDR S&P Oil & Gas Exploration & Production
Total return, 1 year+17.5%+52.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 5000.0 pts+34.9 pts
Expense ratio0.09%0.35%
Holdings223151

DFUS in plain words

DFUS is an index equity fund tracking the U.S. Equity Market. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Apr 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 2231 positions, with the top ten at 35.2%.

XOP in plain words

XOP is a commodity fund tracking the SPDR S&P Oil & Gas Exploration & Production. Over the year to Sep 11, 2026 it returned +52.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. It sat 26.8% below its high of Jun 23, 2014 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DFUS or XOP?
In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and XOP returned +52.4%, so XOP returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DFUS or XOP?
DFUS charges 0.09% a year and XOP charges 0.35%, so DFUS is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DFUS against XOP, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DFUS against XOP, data as of Sep 12, 2026. https://etfiq.com/compare/any/DFUS-XOP Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources