Compare · 3 funds side by side · dividends reinvested

NETL, USRT and XLF

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,620XLF · best of the three

02 / 04

NETL, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.3B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: NETL 2019 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $48M$9,724

NETL

USRT

iShares Core U.S. REIT ETF · $4.3B$11,898

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

NETLMeasureUSRT

+6.8%Year to dateJan 1 → Nov 5+16.5%

+7.5%1 yearTotal return+16.4%

+10.5%3 years · per year$10,000 became $13,485 · $15,762+16.4%

−0.6%5 years · per year$10,000 became $9,724 · $11,898+3.5%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

5.18%Trailing 12-mo yield$518 · $269 a year on $10k2.69%

−16.7%Worst dropSmaller is better−12.4%

14.9%VolatilityLower is calmer13.9%

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

1–7USRT wins

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

More Ways to See the Pairs

NETL vs USRT: Top 5 Holdings

Today

NETL

42.3%in top 5

USRT

in top 531.4%

NETLStockUSRT

not top 5WELL9.2%

8.7%VICInot top 5

8.6%ADCnot top 5

8.6%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5PLD6.9%

not top 5EQIX6.0%

not top 5SPG4.8%

not top 5PSA4.5%

Held in common12.7%

End-of-day Nov 5, 2026 · share of each fund

NETL vs USRT Returns, Every Period

NETLNETL

−0.6%

5 years, per year

USRTiShares

+3.5%

5 years, per year

NETLUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NETL vs USRT

YTD

NETLNETL

+6.8%

USRTiShares

+16.5%

+6.8%Year to date+16.5%

−16.7%Worst drop · 1Y−12.4%

14.9%Volatility · 1Y13.9%

5.2%Yield2.7%

$47.9MAssets$4.3B

3–1USRT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, USRT, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NETL, USRT, XLF

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

USRT2.69%$269

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NETL, USRT, XLF

Today

12.7%most shared, NETL and USRT

NETLUSRTXLF

NETL—12.7%0.0%

USRT12.7%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.4%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLUSRT

+6.8%Year to date+16.5%

5.2%Yield2.7%

+7.5%Past year+16.4%

0.60%Fee0.08%

3–1USRT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026