Compare · 4 funds side by side · dividends reinvested

NETL, JEPQ, XLF and VIG

NETLNETL×JEPQJ.P. Morgan×XLFSPDR×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

02 / 04

NETL, JEPQ, XLF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.17%+7.0%+6.4%+8.2%−0.4%−16.7%14.9%$48M3.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: NETL 2019 · JEPQ 2022 · XLF 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

XLF

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,815

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

XLFMeasureNETL

+7.7%Year to dateJan 1 → Nov 10+7.0%

+12.2%1 yearTotal return+6.4%

+21.8%3 years · per year$10,000 became $18,086 · $12,672+8.2%

+9.5%5 years · per year$10,000 became $15,733 · $9,815−0.4%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

1.42%Trailing 12-mo yield$142 · $517 a year on $10k5.17%

−14.8%Worst dropSmaller is better−16.7%

15.3%VolatilityLower is calmer14.9%

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

6–2XLF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLF vs NETL: Top 5 Holdings

Today

XLF

43.6%in top 5

NETL

in top 542.5%

XLFStockNETL

13.1%BRK-Bnot top 5

11.1%JPMnot top 5

8.8%Vnot top 5

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.4%

not top 5NNN8.2%

6.5%MAnot top 5

4.0%BACnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLF vs NETL Returns, Every Period

SPDRXLF

+9.5%

5 years, per year

NETLNETL

−0.4%

5 years, per year

XLFNETLFaded: behind in that period

4–0XLF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLF vs JEPQ

YTD

SPDRXLF

+7.7%

JEPQJ.P. Morgan

+6.0%

+7.7%Year to date+6.0%

−14.8%Worst drop · 1Y−11.5%

15.3%Volatility · 1Y16.9%

1.4%Yield12.4%

$53.4BAssets$40.7B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, JEPQ, XLF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

JEPQ0.35%$35

NETL0.60%$60

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

Yields: NETL, JEPQ, XLF, VIG

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

NETL5.17%$517

VIG1.46%$146

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

NETL$517 − $60 = $457

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: NETL, JEPQ, XLF, VIG

Today

26.3%most shared, JEPQ and VIG

NETLJEPQXLFVIG

NETL—0.0%0.0%0.0%

JEPQ0.0%—0.6%26.3%

XLF0.0%0.6%—19.5%

VIG0.0%26.3%19.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.8%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+6.0%Year to date+15.1%

12.4%Yield1.5%

+8.8%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026