Compare · 4 funds side by side · dividends reinvested

NETL, DES, XLV and VIG

NETLNETL×DESWisdomTree×XLVSPDR×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

NETL, DES, XLV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.2%+20.1%+15.4%+6.7%−8.7%14.6%$2.1B2.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$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 6, 2026 · returns include dividends · since: NETL 2019 · DES 2006 · XLV 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,832

DES

NETL

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

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

DESMeasureNETL

+17.2%Year to dateJan 1 → Nov 6+6.1%

+20.1%1 yearTotal return+6.2%

+15.4%3 years · per year$10,000 became $15,359 · $13,159+9.6%

+6.7%5 years · per year$10,000 became $13,832 · $9,825−0.4%

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

2.34%Trailing 12-mo yield$234 · $522 a year on $10k5.22%

−8.7%Worst dropSmaller is better−16.7%

14.6%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 6, 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 542.6%

DESStockNETL

not top 5VICI8.8%

not top 5ADC8.7%

not top 5O8.7%

not top 5WPC8.3%

not top 5NNN8.2%

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 6, 2026 · share of each fund

DES vs NETL Returns, Every Period

WisdomTreeDES

+6.7%

5 years, per year

NETLNETL

−0.4%

5 years, per year

DESNETLFaded: behind in that period

4–0DES wins

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

Income vs Sector: DES vs NETL

YTD

WisdomTreeDES

+17.2%

NETLNETL

+6.1%

+17.2%Year to date+6.1%

−8.7%Worst drop · 1Y−16.7%

14.6%Volatility · 1Y14.9%

2.3%Yield5.2%

$2.1BAssets$47.9M

3–1DES wins

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

Cost, Income and Risk

Fees: NETL, DES, XLV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLV0.08%$8

DES0.38%$38

NETL0.60%$60

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

Yields: NETL, DES, XLV, VIG

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

DES2.34%$234

VIG1.50%$150

XLV1.38%$138

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

DES$234 − $38 = $196

VIG$150 − $4 = $146

XLV$138 − $8 = $130

KeptFee

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

Overlap: NETL, DES, XLV, VIG

Today

18.4%most shared, XLV and VIG

NETLDESXLVVIG

NETL—1.9%0.0%0.0%

DES1.9%—0.0%0.7%

XLV0.0%0.0%—18.4%

VIG0.0%0.7%18.4%—

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

Return vs Bumpiness: 4 ETFs

+29.0%XLV, at 16.8% volatility

VIGWorst drop−7.9%10.8% vol

DESWorst drop−8.7%14.6% vol

NETLWorst drop−16.7%14.9% vol

XLVWorst drop−10.5%16.8% vol

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

Paid More vs Made More

YTD

NETLXLV

+6.1%Year to date+20.9%

5.2%Yield1.4%

+6.2%Past year+29.0%

0.60%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026