Compare · 4 funds side by side · dividends reinvested

NETL, REAI, VNQ and XLE

NETLNETL×REAIArmada ETF Advisors×VNQVanguard×XLESPDR×
$5k$10k$15k$20k$25k$30kLow $9,823 · 2021XLE$25,404VNQ$10,599NETL$9,724Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,404XLE · best of the four
02 / 04

NETL, REAI, VNQ and XLE, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Real Estate ETFSectors · Real estate0.13%3.54%+11.8%+12.0%+14.1%+1.2%−11.4%14.2%$35.9B1.9
State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9
Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$47M3.0
Intelligent Real Estate ETFSectors · Real estate0.59%2.38%+10.0%+4.1%+10.0%[…]−10.2%15.0%$1M3.1
Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: NETL 2019 · REAI 2023 · VNQ 2004 · XLE 1998
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Real Estate ETF · $35.9B$10,599
VNQ
NETL
Colterpoint Net Lease Real Estate ETF · $47M$9,724

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

VNQMeasureNETL
+11.8%Year to dateJan 1 → Nov 5+6.8%
+12.0%1 yearTotal return+7.5%
+14.1%3 years · per year$10,000 became $14,843 · $13,485+10.5%
+1.2%5 years · per year$10,000 became $10,599 · $9,724−0.6%
0.13%Expense ratio$13 · $60 a year on $10k · lower is better0.60%
3.54%Trailing 12-mo yield$354 · $518 a year on $10k5.18%
−11.4%Worst dropSmaller is better−16.7%
14.2%VolatilityLower is calmer14.9%
VNQNETL Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1VNQ wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VNQ vs NETL: Top 5 Holdings

Today
VNQ
34.7%in top 5
in top 542.3%
VNQStockNETL
10.7%WELLnot top 5
not top 5VICI8.7%
not top 5ADC8.6%
not top 5O8.6%
not top 5WPC8.3%
not top 5NNN8.2%
8.0%PLDnot top 5
6.6%EQIXnot top 5
5.1%AMTnot top 5
4.3%SPGnot top 5
Held in common9.7%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VNQ vs NETL Returns, Every Period

5Y
VanguardVNQ
+1.2%
5 years, per year
NETLNETL
−0.6%
5 years, per year
−5%0%+5%+10%+15%+11.8%+6.8%YTD+12.0%+7.5%1 year+14.1%+10.5%3 yrs · yr+1.2%−0.6%5 yrs · yr
VNQNETLFaded: behind in that period
4–0VNQ wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VNQ vs NETL

YTD
VanguardVNQ
+11.8%
NETLNETL
+6.8%
Jan 1Nov 5+11.8%+6.8%
+11.8%Year to date+6.8%
−11.4%Worst drop · 1Y−16.7%
14.2%Volatility · 1Y14.9%
3.5%Yield5.2%
$35.9BAssets$47.2M
3–1VNQ wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: NETL, REAI, VNQ, XLE

Today
0.08%lowest, XLE
FundExpense ratioFee$10k
XLE0.08%$8
VNQ0.13%$13
REAI0.59%$59
NETL0.60%$60
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: NETL, REAI, VNQ, XLE

1Y
5.18%highest, NETL
FundTrailing yieldYield$10k
NETL5.18%$518
VNQ3.54%$354
XLE2.47%$247
REAI2.38%$238
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$458most kept, NETL
NETL$518 − $60 = $458
VNQ$354 − $13 = $341
XLE$247 − $8 = $239
REAI$238 − $59 = $179
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: NETL, REAI, VNQ, XLE

Today
33.1%most shared, REAI and VNQ
NETLREAIVNQXLE
NETL—11.0%9.7%0.0%
REAI11.0%—33.1%0.0%
VNQ9.7%33.1%—0.0%
XLE0.0%0.0%0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+45.4%XLE, at 23.3% volatility
0%+20%+40%+60%10%15%20%25%30%Volatility · 1 year → bumpierXLE +45.4%VNQ +12.0%NETL +7.5%REAI +4.1%
VNQWorst drop−11.4%14.2% vol
NETLWorst drop−16.7%14.9% vol
REAIWorst drop−10.2%15.0% vol
XLEWorst drop−15.0%23.3% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+6.8%+40.6%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

XLE vs VDE

YTD
SPDRXLE
+40.6%
VDEVanguard
+38.4%
Jan 1Nov 5+40.6%+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
@TheETFTracker·theetftracker.com

VNQ vs SCHH

YTD
VanguardVNQ
+11.8%
SCHHSchwab
+15.4%
Jan 1Nov 5+11.8%+15.4%
+11.8%Year to date+15.4%
3.5%Yield2.9%
$35.9BAssets$11.4B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com