Compare · 3 funds side by side · dividends reinvested

NETL, USRT and XLE

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

02 / 04

NETL, USRT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.3B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.6

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.6

Rank among the three1st → 3rdFee, 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 · USRT 2007 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$12,294

USRT

NETL

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

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

USRTMeasureNETL

+18.5%Year to dateJan 1 → Nov 4+7.8%

+18.4%1 yearTotal return+7.5%

+17.7%3 years · per year$10,000 became $16,301 · $13,839+11.4%

+4.2%5 years · per year$10,000 became $12,294 · $9,951−0.1%

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

2.64%Trailing 12-mo yield$264 · $513 a year on $10k5.13%

−12.4%Worst dropSmaller is better−16.7%

13.8%VolatilityLower is calmer14.9%

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

7–1USRT wins

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

More Ways to See the Pairs

USRT vs NETL: Top 5 Holdings

Today

USRT

31.4%in top 5

NETL

in top 542.1%

USRTStockNETL

9.2%WELLnot top 5

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

6.9%PLDnot top 5

6.0%EQIXnot top 5

4.8%SPGnot top 5

4.5%PSAnot top 5

Held in common12.7%

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

USRT vs NETL Returns, Every Period

iSharesUSRT

+4.2%

5 years, per year

NETLNETL

−0.1%

5 years, per year

USRTNETLFaded: behind in that period

4–0USRT wins

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

USRT vs NETL

YTD

iSharesUSRT

+18.5%

NETLNETL

+7.8%

+18.5%Year to date+7.8%

−12.4%Worst drop · 1Y−16.7%

13.8%Volatility · 1Y14.9%

2.6%Yield5.1%

$4.3BAssets$47.3M

3–1USRT wins

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

Cost, Income and Risk

Fees: NETL, USRT, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLE0.08%$8

NETL0.60%$60

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

Yields: NETL, USRT, XLE

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

USRT2.64%$264

XLE2.40%$240

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

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

USRT$264 − $8 = $256

XLE$240 − $8 = $232

KeptFee

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

Overlap: NETL, USRT, XLE

Today

12.7%most shared, NETL and USRT

NETLUSRTXLE

NETL—12.7%0.0%

USRT12.7%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

USRTWorst drop−12.4%13.8% 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 Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

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%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026