Compare · 3 funds side by side · dividends reinvested

NETL, DES and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

NETL, DES and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.29%+19.8%+23.9%+15.1%+6.7%−8.7%14.7%$2.1B2.1

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: NETL 2019 · DES 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$17,123

SCHD

NETL

Colterpoint Net Lease Real Estate ETF · $48M$12,949

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureNETL

+33.2%Year to dateJan 1 → Nov 9+7.6%

+39.1%1 yearTotal return+8.6%

+19.6%3 years · per year$10,000 became $17,123 · $12,949+9.0%

+10.5%5 years · per year$10,000 became $16,459 · $9,871−0.3%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

2.96%Trailing 12-mo yield$296 · $514 a year on $10k5.14%

−6.9%Worst dropSmaller is better−16.7%

11.8%VolatilityLower is calmer15.0%

SCHDNETL Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs NETL: Top 5 Holdings

Today

SCHD

21.4%in top 5

NETL

in top 542.6%

SCHDStockNETL

not top 5ADC8.7%

not top 5VICI8.7%

not top 5O8.7%

not top 5WPC8.4%

not top 5NNN8.2%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs NETL Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

NETLNETL

−0.3%

5 years, per year

SCHDNETLFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Sector: SCHD vs NETL

YTD

SchwabSCHD

+33.2%

NETLNETL

+7.6%

+33.2%Year to date+7.6%

−6.9%Worst drop · 1Y−16.7%

11.8%Volatility · 1Y15.0%

3.0%Yield5.1%

$122BAssets$47.8M

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, DES, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DES0.38%$38

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NETL, DES, SCHD

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

SCHD2.96%$296

DES2.29%$229

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

SCHD$296 − $6 = $290

DES$229 − $38 = $191

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NETL, DES, SCHD

Today

2.0%most shared, NETL and DES

NETLDESSCHD

NETL—2.0%0.0%

DES2.0%—1.1%

SCHD0.0%1.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DESWorst drop−8.7%14.7% vol

NETLWorst drop−16.7%15.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NETLSCHD

+7.6%Year to date+33.2%

5.1%Yield3.0%

+8.6%Past year+39.1%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026