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$25,568XLE · 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%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: NETL 2019 · XLE 1998 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

XLEMeasureSCHD

+40.6%Year to dateJan 1 → Nov 6+31.4%

+45.0%1 yearTotal return+37.0%

+16.8%3 years · per year$10,000 became $15,939 · $17,266+20.0%

+20.7%5 years · per year$10,000 became $25,568 · $16,267+10.2%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.47%Trailing 12-mo yield$247 · $300 a year on $10k3.00%

−15.0%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.7%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

XLE

59.5%in top 5

SCHD

in top 521.4%

XLEStockSCHD

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common14.2%

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

XLE vs SCHD Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

XLESCHDFaded: behind in that period

3–1XLE 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$47.9M

2–2level

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

Yields: NETL, XLE, SCHD, VIG

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

SCHD3.00%$300

XLE2.47%$247

VIG1.50%$150

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

VIG$150 − $4 = $146

KeptFee

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

Overlap: NETL, XLE, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

NETLXLESCHDVIG

NETL—0.0%0.0%0.0%

XLE0.0%—14.2%3.5%

SCHD0.0%14.2%—14.5%

VIG0.0%3.5%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

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

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