Compare · 3 funds side by side · dividends reinvested

NETL, PSR and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

NETL, PSR 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%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.6

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.62%+17.1%+16.8%+13.7%+1.4%−11.2%14.3%$58M1.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$47M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: NETL 2019 · PSR 2008 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $58M$10,702

PSR

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

PSRMeasureXLE

+17.1%Year to dateJan 1 → Nov 5+40.6%

+16.8%1 yearTotal return+45.4%

+13.7%3 years · per year$10,000 became $14,710 · $15,905+16.7%

+1.4%5 years · per year$10,000 became $10,702 · $25,404+20.5%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.62%Trailing 12-mo yield$262 · $247 a year on $10k2.47%

−11.2%Worst dropSmaller is better−15.0%

14.3%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

More Ways to See the Pairs

PSR vs XLE: Top 5 Holdings

Today

PSR

39.7%in top 5

XLE

in top 559.2%

PSRStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

10.6%WELLnot top 5

8.4%PLDnot top 5

7.6%EQIXnot top 5

not top 5COP7.1%

7.0%AMTnot top 5

6.1%DLRnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PSR vs XLE Returns, Every Period

InvescoPSR

+1.4%

5 years, per year

XLESPDR

+20.5%

5 years, per year

PSRXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PSR vs NETL

YTD

InvescoPSR

+17.1%

NETLNETL

+6.8%

+17.1%Year to date+6.8%

−11.2%Worst drop · 1Y−16.7%

14.3%Volatility · 1Y14.9%

2.6%Yield5.2%

$58.1MAssets$47.2M

3–1PSR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, PSR, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

PSR0.35%$35

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NETL, PSR, XLE

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

PSR2.62%$262

XLE2.47%$247

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

XLE$247 − $8 = $239

PSR$262 − $35 = $227

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NETL, PSR, XLE

Today

8.8%most shared, NETL and PSR

NETLPSRXLE

NETL—8.8%0.0%

PSR8.8%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

PSRWorst drop−11.2%14.3% vol

NETLWorst drop−16.7%14.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+6.8%Year to date+40.6%

5.2%Yield2.5%

+7.5%Past year+45.4%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026