Compare · 3 funds side by side · dividends reinvested

RWR, NETL and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,134XLV · best of the three

02 / 04

RWR, NETL and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.6%+16.0%+8.6%−10.5%16.8%$49.1B1.6

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−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 5, 2026 · returns include dividends · since: RWR 2001 · NETL 2019 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

NETLMeasureRWR

+6.8%Year to dateJan 1 → Nov 5+17.8%

+7.5%1 yearTotal return+18.8%

+10.5%3 years · per year$10,000 became $13,485 · $16,229+17.5%

−0.6%5 years · per year$10,000 became $9,724 · $11,973+3.7%

0.60%Expense ratio$60 · $25 a year on $10k · lower is better0.25%

5.18%Trailing 12-mo yield$518 · $334 a year on $10k3.34%

−16.7%Worst dropSmaller is better−12.8%

14.9%VolatilityLower is calmer14.2%

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

1–7RWR 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 RWR: Top 5 Holdings

Today

NETL

42.3%in top 5

RWR

in top 534.1%

NETLStockRWR

not top 5WELL10.3%

not top 5PLD9.4%

8.7%VICInot top 5

8.6%ADCnot top 5

8.6%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5PSA5.1%

not top 5SPG4.9%

not top 5EQIX4.4%

Held in common10.4%

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

NETL vs RWR Returns, Every Period

NETLNETL

−0.6%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

NETLRWRFaded: behind in that period

0–4RWR wins

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

NETL vs RWR

YTD

NETLNETL

+6.8%

RWRSPDR

+17.8%

+6.8%Year to date+17.8%

−16.7%Worst drop · 1Y−12.8%

14.9%Volatility · 1Y14.2%

5.2%Yield3.3%

$47.2MAssets$1.8B

3–1RWR wins

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

Cost, Income and Risk

Fees: RWR, NETL, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

RWR0.25%$25

NETL0.60%$60

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

Yields: RWR, NETL, XLV

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

RWR3.34%$334

XLV1.38%$138

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

RWR$334 − $25 = $309

XLV$138 − $8 = $130

KeptFee

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

Overlap: RWR, NETL, XLV

Today

10.4%most shared, RWR and NETL

RWRNETLXLV

RWR—10.4%0.0%

NETL10.4%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.6%XLV, at 16.8% volatility

RWRWorst drop−12.8%14.2% vol

NETLWorst drop−16.7%14.9% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLV

+6.8%Year to date+20.9%

5.2%Yield1.4%

+7.5%Past year+29.6%

0.60%Fee0.08%

3–1XLV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026