Compare · 4 funds side by side · dividends reinvested

NETL, REAI, XLE and VNQ

NETLNETL×REAIArmada ETF Advisors×XLESPDR×VNQVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,379XLE · best of the four

02 / 04

NETL, REAI, XLE and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.47%+13.9%+14.3%+15.4%+1.8%−11.4%14.1%$35.9B1.9

Intelligent Real Estate ETFSectors · Real estate0.59%2.31%+13.3%+5.8%+11.6%[…]−10.2%14.8%$1M2.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: NETL 2019 · REAI 2023 · XLE 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Real Estate ETF · $35.9B$10,948

VNQ

NETL

Colterpoint Net Lease Real Estate ETF · $47M$9,951

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

VNQMeasureNETL

+13.9%Year to dateJan 1 → Nov 4+7.8%

+14.3%1 yearTotal return+7.5%

+15.4%3 years · per year$10,000 became $15,380 · $13,839+11.4%

+1.8%5 years · per year$10,000 became $10,948 · $9,951−0.1%

0.13%Expense ratio$13 · $60 a year on $10k · lower is better0.60%

3.47%Trailing 12-mo yield$347 · $513 a year on $10k5.13%

−11.4%Worst dropSmaller is better−16.7%

14.1%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 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VNQ vs NETL: Top 5 Holdings

Today

VNQ

34.7%in top 5

NETL

in top 542.1%

VNQStockNETL

10.7%WELLnot top 5

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

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 4, 2026 · share of each fund

VNQ vs NETL Returns, Every Period

VanguardVNQ

+1.8%

5 years, per year

NETLNETL

−0.1%

5 years, per year

VNQNETLFaded: behind in that period

4–0VNQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VNQ vs NETL

YTD

VanguardVNQ

+13.9%

NETLNETL

+7.8%

+13.9%Year to date+7.8%

−11.4%Worst drop · 1Y−16.7%

14.1%Volatility · 1Y14.9%

3.5%Yield5.1%

$35.9BAssets$47.2M

3–1VNQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, REAI, XLE, VNQ

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VNQ0.13%$13

REAI0.59%$59

NETL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NETL, REAI, XLE, VNQ

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

VNQ3.47%$347

XLE2.40%$240

REAI2.31%$231

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

VNQ$347 − $13 = $334

XLE$240 − $8 = $232

REAI$231 − $59 = $172

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NETL, REAI, XLE, VNQ

Today

33.1%most shared, REAI and VNQ

NETLREAIXLEVNQ

NETL—11.1%0.0%9.7%

REAI11.1%—0.0%33.1%

XLE0.0%0.0%—0.0%

VNQ9.7%33.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.2%XLE, at 23.2% volatility

VNQWorst drop−11.4%14.1% vol

REAIWorst drop−10.2%14.8% vol

NETLWorst drop−16.7%14.9% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+7.8%Year to date+44.9%

5.1%Yield2.4%

+7.5%Past year+48.2%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026