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

ETFIQetfiq.com · independent ETF data

VLUE vs XOP: how they differ

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

iShares MSCI USA Value Factor 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, VLUE and XOP hold 3% of their money in the same securities at the same weight.

Positions VLUE and XOP both hold, largest shared weight first
HoldingVLUEXOP
VALERO ENERGY CORPORATION0.70%2.75%
EOG RESOURCES, INC.0.66%2.52%
DEVON ENERGY CORPORATION0.49%2.41%
DIAMONDBACK ENERGY, INC.0.46%2.43%
OCCIDENTAL PETROLEUM CORPORATION0.26%2.31%
Largest positions each one holds and the other does not
Only in VLUEOnly in XOP
MICRON TECHNOLOGY, INC. 11.63%Texas Pacific Land Corp 3.17%
INTEL CORPORATION 9.29%PBF Energy Inc 2.91%
CISCO SYSTEMS, INC. 4.97%Delek US Holdings Inc 2.81%
APPLIED MATERIALS, INC. 3.67%Expand Energy Corp 2.80%
GENERAL MOTORS COMPANY 3.16%CNX Resources Corp 2.78%
VERIZON COMMUNICATIONS INC. 2.66%EQT Corp 2.75%
AT&T INC. 2.53%Antero Resources Corp 2.68%
CITIGROUP INC. 1.94%HF Sinclair Corp 2.68%

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.

VLUE and XOP on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
VLUE
iShares MSCI USA Value Factor ETF
XOP
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
Where it sitsCore index fundCore index fund
IssueriSharesState Street
What it isMSCI USA Value FactorSPDR S&P Oil & Gas Exploration & Production
Total return, 1 year+69.4%+52.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+51.9 pts+34.9 pts
Expense ratio0.15%0.35%
Holdings14851

VLUE in plain words

VLUE is an index equity fund tracking the MSCI USA Value Factor. Over the year to Sep 11, 2026 it returned +69.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 148 positions, with the top ten at 43.6%.

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, VLUE or XOP?
In the year to Sep 12, 2026, with distributions reinvested, VLUE returned +69.4% and XOP returned +52.4%, so VLUE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, VLUE or XOP?
VLUE charges 0.15% a year and XOP charges 0.35%, so VLUE is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources