Compare · 4 funds side by side · dividends reinvested

NETL, XLE, SCHD and VIG

NETLNETL×XLESPDR×SCHDSchwab×VIGVanguard×

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

02 / 04

NETL, XLE, SCHD and VIG, 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%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B2.4

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 · XLE 1998 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$17,005

VIG

NETL

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

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

VIGMeasureNETL

+16.4%Year to dateJan 1 → Nov 4+7.8%

+18.9%1 yearTotal return+7.5%

+20.6%3 years · per year$10,000 became $17,533 · $13,839+11.4%

+11.2%5 years · per year$10,000 became $17,005 · $9,951−0.1%

0.04%Expense ratio$4 · $60 a year on $10k · lower is better0.60%

1.44%Trailing 12-mo yield$144 · $513 a year on $10k5.13%

−7.9%Worst dropSmaller is better−16.7%

10.2%VolatilityLower is calmer14.9%

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

7–1VIG wins

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

More Ways to See the Pairs

VIG vs NETL: Top 5 Holdings

Today

VIG

22.1%in top 5

NETL

in top 542.1%

VIGStockNETL

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common0.0%

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

VIG vs NETL Returns, Every Period

VanguardVIG

+11.2%

5 years, per year

NETLNETL

−0.1%

5 years, per year

VIGNETLFaded: behind in that period

4–0VIG wins

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

Income vs Sector: VIG vs NETL

YTD

VanguardVIG

+16.4%

NETLNETL

+7.8%

+16.4%Year to date+7.8%

−7.9%Worst drop · 1Y−16.7%

10.2%Volatility · 1Y14.9%

1.4%Yield5.1%

$109BAssets$47.2M

3–1VIG wins

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

Cost, Income and Risk

Fees: NETL, XLE, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLE0.08%$8

NETL0.60%$60

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

Yields: NETL, XLE, SCHD, VIG

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

SCHD2.91%$291

XLE2.40%$240

VIG1.44%$144

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

XLE$240 − $8 = $232

VIG$144 − $4 = $140

KeptFee

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

Overlap: NETL, XLE, SCHD, VIG

Today

15.1%most shared, XLE and SCHD

NETLXLESCHDVIG

NETL—0.0%0.0%0.0%

XLE0.0%—15.1%3.5%

SCHD0.0%15.1%—14.5%

VIG0.0%3.5%14.5%—

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

Return vs Bumpiness: 4 ETFs

+48.2%XLE, at 23.2% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% 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 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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE 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