Compare · 4 funds side by side · dividends reinvested

NETL, PPTY, IWF and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

NETL, PPTY, IWF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.0

US Diversified Real Estate ETFSectors · Real estate0.53%2.54%+12.2%+12.8%+12.3%+1.1%−11.8%14.0%$23M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.1

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 · PPTY 2018 · IWF 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

IWFMeasureXLE

−5.3%Year to dateJan 1 → Nov 6+40.6%

−6.5%1 yearTotal return+45.0%

+19.4%3 years · per year$10,000 became $17,022 · $15,939+16.8%

+9.1%5 years · per year$10,000 became $15,442 · $25,568+20.7%

0.18%Expense ratio$18 · $8 a year on $10k · lower is better0.08%

0.39%Trailing 12-mo yield$39 · $247 a year on $10k2.47%

−14.6%Worst dropSmaller is better−15.0%

19.4%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

More Ways to See the Pairs

IWF vs XLE: Top 5 Holdings

Today

IWF

39.8%in top 5

XLE

in top 559.5%

IWFStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

14.1%NVDAnot top 5

9.0%AAPLnot top 5

not top 5COP7.3%

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.5%

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

IWF vs XLE Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IWFXLEFaded: behind in that period

1–3XLE wins

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

Stocks vs Sector: IWF vs NETL

YTD

iSharesIWF

−5.3%

NETLNETL

+6.1%

−5.3%Year to date+6.1%

−14.6%Worst drop · 1Y−16.7%

19.4%Volatility · 1Y14.9%

0.4%Yield5.2%

$115BAssets$48.2M

3–1NETL wins

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

Cost, Income and Risk

Fees: NETL, PPTY, IWF, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IWF0.18%$18

PPTY0.53%$53

NETL0.60%$60

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

Yields: NETL, PPTY, IWF, XLE

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

PPTY2.54%$254

XLE2.47%$247

IWF0.39%$39

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

PPTY$254 − $53 = $201

IWF$39 − $18 = $21

KeptFee

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

Overlap: NETL, PPTY, IWF, XLE

Today

12.0%most shared, NETL and PPTY

NETLPPTYIWFXLE

NETL—12.0%0.0%0.0%

PPTY12.0%—0.8%0.0%

IWF0.0%0.8%—0.5%

XLE0.0%0.0%0.5%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

PPTYWorst drop−11.8%14.0% vol

NETLWorst drop−16.7%14.9% vol

IWFWorst drop−14.6%19.4% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

NETLXLE

+6.1%Year to date+40.6%

5.2%Yield2.5%

+6.2%Past year+45.0%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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