Compare · 3 funds side by side · dividends reinvested

NETL, XLF and SCHD

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,391XLF · best of the three

02 / 04

NETL, XLF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−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 6, 2026 · returns include dividends · since: NETL 2019 · XLF 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $48M$9,825

NETL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

NETLMeasureSCHD

+6.1%Year to dateJan 1 → Nov 6+31.4%

+6.2%1 yearTotal return+37.0%

+9.6%3 years · per year$10,000 became $13,159 · $17,266+20.0%

−0.4%5 years · per year$10,000 became $9,825 · $16,267+10.2%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

5.22%Trailing 12-mo yield$522 · $300 a year on $10k3.00%

−16.7%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NETL vs SCHD: Top 5 Holdings

Today

NETL

42.6%in top 5

SCHD

in top 521.4%

NETLStockSCHD

8.8%VICInot top 5

8.7%ADCnot top 5

8.7%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

NETL vs SCHD Returns, Every Period

NETLNETL

−0.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

NETLSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: NETL vs SCHD

YTD

NETLNETL

+6.1%

SCHDSchwab

+31.4%

+6.1%Year to date+31.4%

−16.7%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.7%

5.2%Yield3.0%

$48.2MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, XLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

NETL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NETL, XLF, SCHD

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

SCHD3.00%$300

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

SCHD$300 − $6 = $294

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NETL, XLF, SCHD

Today

3.4%most shared, XLF and SCHD

NETLXLFSCHD

NETL—0.0%0.0%

XLF0.0%—3.4%

SCHD0.0%3.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NETLSCHD

+6.1%Year to date+31.4%

5.2%Yield3.0%

+6.2%Past year+37.0%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026