Compare · 4 funds side by side · dividends reinvested

NETL, SCHD, VIG and XLF

NETLNETL×SCHDSchwab×VIGVanguard×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

NETL, SCHD, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B3.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.5

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 · SCHD 2011 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

NETLMeasureSCHD

+7.8%Year to dateJan 1 → Nov 4+35.3%

+7.5%1 yearTotal return+41.6%

+11.4%3 years · per year$10,000 became $13,839 · $17,908+21.4%

−0.1%5 years · per year$10,000 became $9,951 · $16,881+11.0%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

5.13%Trailing 12-mo yield$513 · $291 a year on $10k2.91%

−16.7%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NETL vs SCHD: Top 5 Holdings

Today

NETL

42.1%in top 5

SCHD

in top 521.6%

NETLStockSCHD

8.6%ADCnot top 5

8.6%VICInot top 5

8.4%Onot top 5

8.3%WPCnot top 5

8.3%NNNnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

NETL vs SCHD Returns, Every Period

NETLNETL

−0.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

NETLSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: NETL vs SCHD

YTD

NETLNETL

+7.8%

SCHDSchwab

+35.3%

+7.8%Year to date+35.3%

−16.7%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.5%

5.1%Yield2.9%

$47.2MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: NETL, SCHD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLF0.08%$8

NETL0.60%$60

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

Yields: NETL, SCHD, VIG, XLF

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

SCHD2.91%$291

VIG1.44%$144

XLF1.40%$140

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

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

XLF$140 − $8 = $132

KeptFee

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

Overlap: NETL, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

NETLSCHDVIGXLF

NETL—0.0%0.0%0.0%

SCHD0.0%—14.5%3.4%

VIG0.0%14.5%—19.5%

XLF0.0%3.4%19.5%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

NETLSCHD

+7.8%Year to date+35.3%

5.1%Yield2.9%

+7.5%Past year+41.6%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026