Compare · 3 funds side by side · dividends reinvested

NETL, RWR and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

NETL, RWR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$47M2.5

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 · RWR 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

RWR

NETL

Colterpoint Net Lease Real Estate ETF · $47M$9,724

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

RWRMeasureNETL

+17.8%Year to dateJan 1 → Nov 5+6.8%

+18.8%1 yearTotal return+7.5%

+17.5%3 years · per year$10,000 became $16,229 · $13,485+10.5%

+3.7%5 years · per year$10,000 became $11,973 · $9,724−0.6%

0.25%Expense ratio$25 · $60 a year on $10k · lower is better0.60%

3.34%Trailing 12-mo yield$334 · $518 a year on $10k5.18%

−12.8%Worst dropSmaller is better−16.7%

14.2%VolatilityLower is calmer14.9%

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

7–1RWR wins

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

More Ways to See the Pairs

RWR vs NETL: Top 5 Holdings

Today

RWR

34.1%in top 5

NETL

in top 542.3%

RWRStockNETL

10.3%WELLnot top 5

9.4%PLDnot top 5

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

5.1%PSAnot top 5

4.9%SPGnot top 5

4.4%EQIXnot top 5

Held in common10.4%

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

RWR vs NETL Returns, Every Period

SPDRRWR

+3.7%

5 years, per year

NETLNETL

−0.6%

5 years, per year

RWRNETLFaded: behind in that period

4–0RWR wins

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

RWR vs NETL

YTD

SPDRRWR

+17.8%

NETLNETL

+6.8%

+17.8%Year to date+6.8%

−12.8%Worst drop · 1Y−16.7%

14.2%Volatility · 1Y14.9%

3.3%Yield5.2%

$1.8BAssets$47.2M

3–1RWR wins

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

Cost, Income and Risk

Fees: NETL, RWR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

RWR0.25%$25

NETL0.60%$60

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

Yields: NETL, RWR, XLF

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

RWR3.34%$334

XLF1.44%$144

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

RWR$334 − $25 = $309

XLF$144 − $8 = $136

KeptFee

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

Overlap: NETL, RWR, XLF

Today

10.4%most shared, NETL and RWR

NETLRWRXLF

NETL—10.4%0.0%

RWR10.4%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.8%RWR, at 14.2% volatility

RWRWorst drop−12.8%14.2% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

NETLRWR

+6.8%Year to date+17.8%

5.2%Yield3.3%

+7.5%Past year+18.8%

0.60%Fee0.25%

3–1RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026