Compare · 3 funds side by side · dividends reinvested

NETL, XLF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

NETL, XLF and SCHD, 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%$121B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B2.1

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 · XLF 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,881

SCHD

NETL

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

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

SCHDMeasureNETL

+35.3%Year to dateJan 1 → Nov 4+7.8%

+41.6%1 yearTotal return+7.5%

+21.4%3 years · per year$10,000 became $17,908 · $13,839+11.4%

+11.0%5 years · per year$10,000 became $16,881 · $9,951−0.1%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

2.91%Trailing 12-mo yield$291 · $513 a year on $10k5.13%

−6.9%Worst dropSmaller is better−16.7%

11.5%VolatilityLower is calmer14.9%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs NETL: Top 5 Holdings

Today

SCHD

21.6%in top 5

NETL

in top 542.1%

SCHDStockNETL

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common0.0%

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

SCHD vs NETL Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

NETLNETL

−0.1%

5 years, per year

SCHDNETLFaded: behind in that period

4–0SCHD wins

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

Income vs Sector: SCHD vs NETL

YTD

SchwabSCHD

+35.3%

NETLNETL

+7.8%

+35.3%Year to date+7.8%

−6.9%Worst drop · 1Y−16.7%

11.5%Volatility · 1Y14.9%

2.9%Yield5.1%

$121BAssets$47.3M

3–1SCHD wins

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

Cost, Income and Risk

Fees: NETL, XLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

NETL0.60%$60

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

Yields: NETL, XLF, SCHD

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

SCHD2.91%$291

XLF1.40%$140

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

XLF$140 − $8 = $132

KeptFee

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

Overlap: NETL, XLF, SCHD

Today

3.4%most shared, XLF and SCHD

NETLXLFSCHD

NETL—0.0%0.0%

XLF0.0%—3.4%

SCHD0.0%3.4%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NETLSCHD

+7.8%Year to date+35.3%

5.1%Yield2.9%

+7.5%Past year+41.6%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026