Compare · 4 funds side by side · dividends reinvested

NETL, XLE, VUG and IJH

NETLNETL×XLESPDR×VUGVanguard×IJHiShares×

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, VUG and IJH, 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%$42.0B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.0

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 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

NETLMeasureIJH

+6.1%Year to dateJan 1 → Nov 6+9.5%

+6.2%1 yearTotal return+12.9%

+9.6%3 years · per year$10,000 became $13,159 · $15,806+16.5%

−0.4%5 years · per year$10,000 became $9,825 · $13,830+6.7%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

5.22%Trailing 12-mo yield$522 · $125 a year on $10k1.25%

−16.7%Worst dropSmaller is better−8.8%

14.9%VolatilityLower is calmer15.5%

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

2–6IJH wins

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

More Ways to See the Pairs

NETL vs IJH: Top 5 Holdings

Today

NETL

42.6%in top 5

IJH

in top 53.5%

NETLStockIJH

8.8%VICInot top 5

8.7%ADCnot top 5

8.7%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common1.6%

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

NETL vs IJH Returns, Every Period

NETLNETL

−0.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

NETLIJHFaded: behind in that period

0–4IJH wins

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

NETL vs XLE

YTD

NETLNETL

+6.1%

XLESPDR

+40.6%

+6.1%Year to date+40.6%

−16.7%Worst drop · 1Y−15.0%

14.9%Volatility · 1Y23.3%

5.2%Yield2.5%

$48.2MAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: NETL, XLE, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

XLE0.08%$8

NETL0.60%$60

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

Yields: NETL, XLE, VUG, IJH

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

XLE2.47%$247

IJH1.25%$125

VUG0.42%$42

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

IJH$125 − $5 = $120

VUG$42 − $3 = $39

KeptFee

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

Overlap: NETL, XLE, VUG, IJH

Today

1.6%most shared, NETL and IJH

NETLXLEVUGIJH

NETL—0.0%0.0%1.6%

XLE0.0%—0.2%0.0%

VUG0.0%0.2%—0.0%

IJH1.6%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

NETLWorst drop−16.7%14.9% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

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