Compare · 4 funds side by side · dividends reinvested

RWR, NETL, XLE and XLV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

RWR, NETL, XLE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.0

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B2.0

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.5%+18.4%+15.3%+3.4%−12.8%14.3%$1.9B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: RWR 2001 · NETL 2019 · XLE 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.9B$11,818

RWR

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,871

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

RWRMeasureNETL

+17.5%Year to dateJan 1 → Nov 9+7.6%

+18.4%1 yearTotal return+8.6%

+15.3%3 years · per year$10,000 became $15,315 · $12,949+9.0%

+3.4%5 years · per year$10,000 became $11,818 · $9,871−0.3%

0.25%Expense ratio$25 · $60 a year on $10k · lower is better0.60%

3.34%Trailing 12-mo yield$334 · $514 a year on $10k5.14%

−12.8%Worst dropSmaller is better−16.7%

14.3%VolatilityLower is calmer15.0%

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

7–1RWR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RWR vs NETL: Top 5 Holdings

Today

RWR

34.2%in top 5

NETL

in top 542.6%

RWRStockNETL

10.3%WELLnot top 5

9.3%PLDnot top 5

not top 5ADC8.7%

not top 5VICI8.7%

not top 5O8.7%

not top 5WPC8.4%

not top 5NNN8.2%

5.1%PSAnot top 5

5.0%SPGnot top 5

4.5%VMRKnot top 5

Held in common10.5%

End-of-day Nov 9, 2026 · share of each fund

RWR vs NETL Returns, Every Period

SPDRRWR

+3.4%

5 years, per year

NETLNETL

−0.3%

5 years, per year

RWRNETLFaded: behind in that period

4–0RWR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

RWR vs NETL

YTD

SPDRRWR

+17.5%

NETLNETL

+7.6%

+17.5%Year to date+7.6%

−12.8%Worst drop · 1Y−16.7%

14.3%Volatility · 1Y15.0%

3.3%Yield5.1%

$1.9BAssets$48.2M

3–1RWR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWR, NETL, XLE, XLV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLV0.08%$8

RWR0.25%$25

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RWR, NETL, XLE, XLV

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

RWR3.34%$334

XLE2.46%$246

XLV1.35%$135

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

RWR$334 − $25 = $309

XLE$246 − $8 = $238

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RWR, NETL, XLE, XLV

Today

10.5%most shared, RWR and NETL

RWRNETLXLEXLV

RWR—10.5%0.0%0.0%

NETL10.5%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLV0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

RWRWorst drop−12.8%14.3% vol

NETLWorst drop−16.7%15.0% vol

XLVWorst drop−10.5%16.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+7.6%Year to date+41.3%

5.1%Yield2.5%

+8.6%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026