Compare · 4 funds side by side · dividends reinvested

NETL, USRT, XLF and XLE

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, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

USRT

iShares Core U.S. REIT ETF · $4.2B$12,000

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

XLEMeasureUSRT

+40.6%Year to dateJan 1 → Nov 6+16.2%

+45.0%1 yearTotal return+16.0%

+16.8%3 years · per year$10,000 became $15,939 · $15,602+16.0%

+20.7%5 years · per year$10,000 became $25,568 · $12,000+3.7%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.47%Trailing 12-mo yield$247 · $269 a year on $10k2.69%

−15.0%Worst dropSmaller is better−12.4%

23.3%VolatilityLower is calmer13.9%

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

4–3XLE wins

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

More Ways to See the Pairs

XLE vs USRT: Top 5 Holdings

Today

XLE

59.5%in top 5

USRT

in top 531.4%

XLEStockUSRT

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5WELL9.3%

7.3%COPnot top 5

not top 5PLD6.8%

not top 5EQIX5.9%

not top 5SPG4.8%

not top 5PSA4.6%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs USRT Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

USRTiShares

+3.7%

5 years, per year

XLEUSRTFaded: behind in that period

4–0XLE wins

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

XLE vs NETL

YTD

SPDRXLE

+40.6%

NETLNETL

+6.1%

+40.6%Year to date+6.1%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y14.9%

2.5%Yield5.2%

$42.0BAssets$48.2M

2–2level

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

Cost, Income and Risk

Fees: NETL, USRT, XLF, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

XLE0.08%$8

NETL0.60%$60

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

Yields: NETL, USRT, XLF, XLE

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

USRT2.69%$269

XLE2.47%$247

XLF1.44%$144

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

XLF$144 − $8 = $136

KeptFee

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

Overlap: NETL, USRT, XLF, XLE

Today

12.9%most shared, NETL and USRT

NETLUSRTXLFXLE

NETL—12.9%0.0%0.0%

USRT12.9%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%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

XLFWorst drop−14.8%15.3% 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