Compare · 3 funds side by side · dividends reinvested

NETL, REAI and XLE

NETLNETL×REAIArmada ETF Advisors×XLESPDR×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,447XLE · best of the three

02 / 04

NETL, REAI and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.5

Intelligent Real Estate ETFSectors · Real estate0.59%2.31%+13.3%+5.8%+11.6%[…]−10.2%14.8%$1M2.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: NETL 2019 · REAI 2023 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Intelligent Real Estate ETF · $1M[…]

REAI

NETL

Colterpoint Net Lease Real Estate ETF · $47M$9,951

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

REAIMeasureNETL

+13.3%Year to dateJan 1 → Nov 4+7.8%

+5.8%1 yearTotal return+7.5%

+11.6%3 years · per year$10,000 became $13,906 · $13,839+11.4%

[…]5 years · per year$10,000 became […] · $9,951−0.1%

0.59%Expense ratio$59 · $60 a year on $10k · lower is better0.60%

2.31%Trailing 12-mo yield$231 · $513 a year on $10k5.13%

−10.2%Worst dropSmaller is better−16.7%

14.8%VolatilityLower is calmer14.9%

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

5–2REAI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REAI vs NETL: Top 5 Holdings

Today

REAI

37.2%in top 5

NETL

in top 542.1%

REAIStockNETL

9.9%EQIXnot top 5

9.5%DLRnot top 5

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

7.2%DCREIT.Snot top 5

5.5%IRMnot top 5

5.1%SGRO.Lnot top 5

Held in common11.1%

End-of-day Nov 4, 2026 · share of each fund

REAI vs NETL Returns, Every Period

Armada ETF AdvisorsREAI

+5.8%

past year

NETLNETL

+7.5%

past year

REAINETLFaded: behind in that period

2–1REAI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

REAI vs NETL

YTD

Armada ETF AdvisorsREAI

+13.3%

NETLNETL

+7.8%

+13.3%Year to date+7.8%

−10.2%Worst drop · 1Y−16.7%

14.8%Volatility · 1Y14.9%

2.3%Yield5.1%

$1.0MAssets$47.2M

3–1REAI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, REAI, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

REAI0.59%$59

NETL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NETL, REAI, XLE

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

XLE2.40%$240

REAI2.31%$231

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

XLE$240 − $8 = $232

REAI$231 − $59 = $172

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NETL, REAI, XLE

Today

11.1%most shared, NETL and REAI

NETLREAIXLE

NETL—11.1%0.0%

REAI11.1%—0.0%

XLE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

REAIWorst drop−10.2%14.8% vol

NETLWorst drop−16.7%14.9% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+7.8%Year to date+44.9%

5.1%Yield2.4%

+7.5%Past year+48.2%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026