Compare · 4 funds side by side · dividends reinvested

NETL, USRT, XLE and XLV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

NETL, USRT, XLE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B2.1

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: NETL 2019 · USRT 2007 · XLE 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $50.9B$14,979

XLV

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,825

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

XLVMeasureNETL

+20.9%Year to dateJan 1 → Nov 6+6.1%

+29.0%1 yearTotal return+6.2%

+15.9%3 years · per year$10,000 became $15,566 · $13,159+9.6%

+8.4%5 years · per year$10,000 became $14,979 · $9,825−0.4%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

1.38%Trailing 12-mo yield$138 · $522 a year on $10k5.22%

−10.5%Worst dropSmaller is better−16.7%

16.8%VolatilityLower is calmer14.9%

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

6–2XLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLV vs NETL: Top 5 Holdings

Today

XLV

44.4%in top 5

NETL

in top 542.6%

XLVStockNETL

16.3%LLYnot top 5

9.8%JNJnot top 5

not top 5VICI8.8%

not top 5ADC8.7%

not top 5O8.7%

not top 5WPC8.3%

not top 5NNN8.2%

7.6%ABBVnot top 5

5.4%MRKnot top 5

5.3%UNHnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLV vs NETL Returns, Every Period

SPDRXLV

+8.4%

5 years, per year

NETLNETL

−0.4%

5 years, per year

XLVNETLFaded: behind in that period

4–0XLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLV vs NETL

YTD

SPDRXLV

+20.9%

NETLNETL

+6.1%

+20.9%Year to date+6.1%

−10.5%Worst drop · 1Y−16.7%

16.8%Volatility · 1Y14.9%

1.4%Yield5.2%

$50.9BAssets$47.9M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, USRT, XLE, XLV

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLE0.08%$8

XLV0.08%$8

NETL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NETL, USRT, XLE, XLV

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

USRT2.69%$269

XLE2.47%$247

XLV1.38%$138

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

USRT$269 − $8 = $261

XLE$247 − $8 = $239

XLV$138 − $8 = $130

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NETL, USRT, XLE, XLV

Today

12.9%most shared, NETL and USRT

NETLUSRTXLEXLV

NETL—12.9%0.0%0.0%

USRT12.9%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLV0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

USRTWorst drop−12.4%13.9% vol

NETLWorst drop−16.7%14.9% vol

XLVWorst drop−10.5%16.8% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+6.1%Year to date+40.6%

5.2%Yield2.5%

+6.2%Past year+45.0%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026