Compare · 4 funds side by side · dividends reinvested

NETL, DES, XLE and VIG

NETLNETL×DESWisdomTree×XLESPDR×VIGVanguard×

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

02 / 04

NETL, DES, XLE and VIG, 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%$40.5B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.29%+19.8%+23.9%+15.1%+6.7%−8.7%14.7%$2.1B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.5

Rank among the four1st → 4thFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

VIGMeasureXLE

+14.8%Year to dateJan 1 → Nov 9+41.3%

+17.6%1 yearTotal return+44.3%

+18.8%3 years · per year$10,000 became $16,775 · $15,555+15.9%

+10.7%5 years · per year$10,000 became $16,638 · $25,271+20.4%

0.04%Expense ratio$4 · $8 a year on $10k · lower is better0.08%

1.46%Trailing 12-mo yield$146 · $246 a year on $10k2.46%

−7.9%Worst dropSmaller is better−15.0%

11.0%VolatilityLower is calmer23.3%

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

4–4Level

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

More Ways to See the Pairs

VIG vs XLE: Top 5 Holdings

Today

VIG

22.1%in top 5

XLE

in top 559.6%

VIGStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common3.5%

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

VIG vs XLE Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

XLESPDR

+20.4%

5 years, per year

VIGXLEFaded: behind in that period

1–3XLE wins

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

Income vs Sector: VIG vs NETL

YTD

VanguardVIG

+14.8%

NETLNETL

+7.6%

+14.8%Year to date+7.6%

−7.9%Worst drop · 1Y−16.7%

11.0%Volatility · 1Y15.0%

1.5%Yield5.1%

$109BAssets$48.2M

3–1VIG wins

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

Cost, Income and Risk

Fees: NETL, DES, XLE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

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, VIG

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

XLE2.46%$246

DES2.29%$229

VIG1.46%$146

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

VIG$146 − $4 = $142

KeptFee

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

Overlap: NETL, DES, XLE, VIG

Today

3.5%most shared, XLE and VIG

NETLDESXLEVIG

NETL—2.0%0.0%0.0%

DES2.0%—0.0%0.7%

XLE0.0%0.0%—3.5%

VIG0.0%0.7%3.5%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

VIGWorst drop−7.9%11.0% vol

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 Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026