Compare · 4 funds side by side · dividends reinvested

NETL, DES, XLF and VIG

NETLNETL×DESWisdomTree×XLFSPDR×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

NETL, DES, XLF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.26%+21.3%+24.9%+17.1%+7.8%−8.7%14.3%$2.1B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: NETL 2019 · DES 2006 · XLF 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$14,530

DES

NETL

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

DESMeasureNETL

+21.3%Year to dateJan 1 → Nov 4+7.8%

+24.9%1 yearTotal return+7.5%

+17.1%3 years · per year$10,000 became $16,076 · $13,839+11.4%

+7.8%5 years · per year$10,000 became $14,530 · $9,951−0.1%

0.38%Expense ratio$38 · $60 a year on $10k · lower is better0.60%

2.26%Trailing 12-mo yield$226 · $513 a year on $10k5.13%

−8.7%Worst dropSmaller is better−16.7%

14.3%VolatilityLower is calmer14.9%

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

7–1DES wins

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

More Ways to See the Pairs

DES vs NETL: Top 5 Holdings

Today

DES

5.5%in top 5

NETL

in top 542.1%

DESStockNETL

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common1.9%

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

DES vs NETL Returns, Every Period

WisdomTreeDES

+7.8%

5 years, per year

NETLNETL

−0.1%

5 years, per year

DESNETLFaded: behind in that period

4–0DES wins

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

Income vs Sector: DES vs NETL

YTD

WisdomTreeDES

+21.3%

NETLNETL

+7.8%

+21.3%Year to date+7.8%

−8.7%Worst drop · 1Y−16.7%

14.3%Volatility · 1Y14.9%

2.3%Yield5.1%

$2.1BAssets$47.2M

3–1DES wins

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

Cost, Income and Risk

Fees: NETL, DES, XLF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

DES0.38%$38

NETL0.60%$60

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

Yields: NETL, DES, XLF, VIG

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

DES2.26%$226

VIG1.44%$144

XLF1.40%$140

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

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

DES$226 − $38 = $188

VIG$144 − $4 = $140

XLF$140 − $8 = $132

KeptFee

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

Overlap: NETL, DES, XLF, VIG

Today

19.5%most shared, XLF and VIG

NETLDESXLFVIG

NETL—1.9%0.0%0.0%

DES1.9%—0.0%0.7%

XLF0.0%0.0%—19.5%

VIG0.0%0.7%19.5%—

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

Return vs Bumpiness: 4 ETFs

+24.9%DES, at 14.3% volatility

VIGWorst drop−7.9%10.2% vol

DESWorst drop−8.7%14.3% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

NETLDES

+7.8%Year to date+21.3%

5.1%Yield2.3%

+7.5%Past year+24.9%

0.60%Fee0.38%

3–1DES wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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