Compare · 3 funds side by side · dividends reinvested

NETL, DES and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

NETL, DES and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.5

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.29%+19.8%+23.9%+15.1%+6.7%−8.7%14.7%$2.1B1.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M2.6

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 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Colterpoint Net Lease Real Estate ETF · $48M$10,755

NETL

DES

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$11,982

$10,000 since Jan 1, dividends reinvested · they hold 2.0% in common

NETLMeasureDES

+7.6%Year to dateJan 1 → Nov 9+19.8%

+8.6%1 yearTotal return+23.9%

+9.0%3 years · per year$10,000 became $12,949 · $15,261+15.1%

−0.3%5 years · per year$10,000 became $9,871 · $13,827+6.7%

0.60%Expense ratio$60 · $38 a year on $10k · lower is better0.38%

5.14%Trailing 12-mo yield$514 · $229 a year on $10k2.29%

−16.7%Worst dropSmaller is better−8.7%

15.0%VolatilityLower is calmer14.7%

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

1–7DES wins

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

More Ways to See the Pairs

NETL vs DES: Top 5 Holdings

Today

NETL

42.6%in top 5

DES

in top 55.5%

NETLStockDES

8.7%ADCnot top 5

8.7%VICInot top 5

8.7%Onot top 5

8.4%WPCnot top 5

8.2%NNNnot top 5

not top 5TFSL1.2%

not top 5EPR1.2%

not top 5NWE1.1%

not top 5PBF1.0%

not top 5SON1.0%

Held in common2.0%

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

NETL vs DES Returns, Every Period

NETLNETL

−0.3%

5 years, per year

DESWisdomTree

+6.7%

5 years, per year

NETLDESFaded: behind in that period

0–4DES wins

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

NETL vs XLE

YTD

NETLNETL

+7.6%

XLESPDR

+41.3%

+7.6%Year to date+41.3%

−16.7%Worst drop · 1Y−15.0%

15.0%Volatility · 1Y23.3%

5.1%Yield2.5%

$47.8MAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: NETL, DES, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

DES0.38%$38

NETL0.60%$60

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

Yields: NETL, DES, XLE

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

XLE2.46%$246

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

XLE$246 − $8 = $238

DES$229 − $38 = $191

KeptFee

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

Overlap: NETL, DES, XLE

Today

2.0%most shared, NETL and DES

NETLDESXLE

NETL—2.0%0.0%

DES2.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

DESWorst drop−8.7%14.7% vol

NETLWorst drop−16.7%15.0% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

NETLXLE

+7.6%Year to date+41.3%

5.1%Yield2.5%

+8.6%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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