Compare · 4 funds side by side · dividends reinvested

PSR, NETL, XLE and XLF

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,404XLE · best of the four

02 / 04

PSR, NETL, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B2.0

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.62%+17.1%+16.8%+13.7%+1.4%−11.2%14.3%$58M2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$47M3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSR 2008 · NETL 2019 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $47M$9,724

NETL

PSR

Invesco Active U.S. Real Estate ETF · $58M$10,702

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

NETLMeasurePSR

+6.8%Year to dateJan 1 → Nov 5+17.1%

+7.5%1 yearTotal return+16.8%

+10.5%3 years · per year$10,000 became $13,485 · $14,710+13.7%

−0.6%5 years · per year$10,000 became $9,724 · $10,702+1.4%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

5.18%Trailing 12-mo yield$518 · $262 a year on $10k2.62%

−16.7%Worst dropSmaller is better−11.2%

14.9%VolatilityLower is calmer14.3%

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

1–7PSR wins

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

More Ways to See the Pairs

NETL vs PSR: Top 5 Holdings

Today

NETL

42.3%in top 5

PSR

in top 539.7%

NETLStockPSR

not top 5WELL10.6%

8.7%VICInot top 5

8.6%ADCnot top 5

8.6%Onot top 5

not top 5PLD8.4%

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5EQIX7.6%

not top 5AMT7.0%

not top 5DLR6.1%

Held in common8.8%

End-of-day Nov 5, 2026 · share of each fund

NETL vs PSR Returns, Every Period

NETLNETL

−0.6%

5 years, per year

PSRInvesco

+1.4%

5 years, per year

NETLPSRFaded: behind in that period

0–4PSR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NETL vs PSR

YTD

NETLNETL

+6.8%

PSRInvesco

+17.1%

+6.8%Year to date+17.1%

−16.7%Worst drop · 1Y−11.2%

14.9%Volatility · 1Y14.3%

5.2%Yield2.6%

$47.2MAssets$58.1M

3–1PSR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, NETL, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

PSR0.35%$35

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSR, NETL, XLE, XLF

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

PSR2.62%$262

XLE2.47%$247

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

XLE$247 − $8 = $239

PSR$262 − $35 = $227

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSR, NETL, XLE, XLF

Today

8.8%most shared, PSR and NETL

PSRNETLXLEXLF

PSR—8.8%0.0%0.0%

NETL8.8%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

PSRWorst drop−11.2%14.3% 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 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+6.8%Year to date+40.6%

5.2%Yield2.5%

+7.5%Past year+45.4%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026