Compare · 4 funds side by side · dividends reinvested

REAI, NETL, XLE and XLF

REAIArmada ETF Advisors×NETLNETL×XLESPDR×XLFSPDR×
$5k$10k$15k$20k$25k$30kLow $9,684 · 2021XLE$26,379XLF$16,157NETL$9,951Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,379XLE · best of the four
02 / 04

REAI, NETL, XLE and XLF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.9
State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.3
Intelligent Real Estate ETFSectors · Real estate0.59%2.31%+13.3%+5.8%+11.6%[…]−10.2%14.8%$1M2.4
Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.1
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: REAI 2023 · NETL 2019 · XLE 1998 · XLF 1998
@TheETFTracker·theetftracker.com

Head to Head

5Y
Colterpoint Net Lease Real Estate ETF · $47M$9,951
NETL
REAI
Intelligent Real Estate ETF · $1M[…]

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

NETLMeasureREAI
+7.8%Year to dateJan 1 → Nov 4+13.3%
+7.5%1 yearTotal return+5.8%
+11.4%3 years · per year$10,000 became $13,839 · $13,906+11.6%
−0.1%5 years · per year$10,000 became $9,951 · […][…]
0.60%Expense ratio$60 · $59 a year on $10k · lower is better0.59%
5.13%Trailing 12-mo yield$513 · $231 a year on $10k2.31%
−16.7%Worst dropSmaller is better−10.2%
14.9%VolatilityLower is calmer14.8%
NETLREAI Winner of the row, in its colourEach row: the bigger of the two fills its side
2–5REAI wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

NETL vs REAI: Top 5 Holdings

Today
42.1%in top 5
REAI
in top 537.2%
NETLStockREAI
not top 5EQIX9.9%
not top 5DLR9.5%
8.6%ADCnot top 5
8.6%VICInot top 5
8.4%Onot top 5
8.3%WPCnot top 5
8.3%NNNnot top 5
not top 5DCREIT.S7.2%
not top 5IRM5.5%
not top 5SGRO.L5.1%
Held in common11.1%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

NETL vs REAI Returns, Every Period

1Y
NETLNETL
+7.5%
past year
REAIArmada ETF Advisors
+5.8%
past year
0%+5%+10%+15%+7.8%+13.3%YTD+7.5%+5.8%1 year+11.4%+11.6%3 yrs · yr
NETLREAIFaded: behind in that period
1–2REAI wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

NETL vs XLE

YTD
NETLNETL
+7.8%
XLESPDR
+44.9%
Jan 1Nov 4+7.8%+44.9%
+7.8%Year to date+44.9%
−16.7%Worst drop · 1Y−15.0%
14.9%Volatility · 1Y23.2%
5.1%Yield2.4%
$47.2MAssets$44.1B
2–2level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: REAI, NETL, XLE, XLF

Today
0.08%lowest, XLE
FundExpense ratioFee$10k
XLE0.08%$8
XLF0.08%$8
REAI0.59%$59
NETL0.60%$60
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: REAI, NETL, XLE, XLF

1Y
5.13%highest, NETL
FundTrailing yieldYield$10k
NETL5.13%$513
XLE2.40%$240
REAI2.31%$231
XLF1.40%$140
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$453most kept, NETL
NETL$513 − $60 = $453
XLE$240 − $8 = $232
REAI$231 − $59 = $172
XLF$140 − $8 = $132
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: REAI, NETL, XLE, XLF

Today
11.1%most shared, REAI and NETL
REAINETLXLEXLF
REAI—11.1%0.0%0.0%
NETL11.1%—0.0%0.0%
XLE0.0%0.0%—0.0%
XLF0.0%0.0%0.0%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+48.2%XLE, at 23.2% volatility
0%+20%+40%+60%10%15%20%25%30%Volatility · 1 year → bumpierXLE +48.2%XLF +15.3%NETL +7.5%REAI +5.8%
REAIWorst drop−10.2%14.8% vol
NETLWorst drop−16.7%14.9% vol
XLFWorst drop−14.8%15.0% vol
XLEWorst drop−15.0%23.2% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+7.8%+44.9%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

XLE vs VDE

YTD
SPDRXLE
+44.9%
VDEVanguard
+42.7%
Jan 1Nov 4+44.9%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+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
@TheETFTracker·theetftracker.com