Compare · 3 funds side by side · dividends reinvested

USRT, 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

USRT, NETL and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.6

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

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: USRT 2007 · NETL 2019 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $49.1B$15,134

XLV

NETL

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

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

XLVMeasureNETL

+20.9%Year to dateJan 1 → Nov 5+6.8%

+29.6%1 yearTotal return+7.5%

+16.0%3 years · per year$10,000 became $15,608 · $13,485+10.5%

+8.6%5 years · per year$10,000 became $15,134 · $9,724−0.6%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

1.38%Trailing 12-mo yield$138 · $518 a year on $10k5.18%

−10.5%Worst dropSmaller is better−16.7%

16.8%VolatilityLower is calmer14.9%

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

6–2XLV wins

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

More Ways to See the Pairs

XLV vs NETL: Top 5 Holdings

Today

XLV

44.5%in top 5

NETL

in top 542.3%

XLVStockNETL

16.5%LLYnot top 5

9.7%JNJnot top 5

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

7.6%ABBVnot top 5

5.4%MRKnot top 5

5.3%UNHnot top 5

Held in common0.0%

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

XLV vs NETL Returns, Every Period

SPDRXLV

+8.6%

5 years, per year

NETLNETL

−0.6%

5 years, per year

XLVNETLFaded: behind in that period

4–0XLV wins

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

XLV vs NETL

YTD

SPDRXLV

+20.9%

NETLNETL

+6.8%

+20.9%Year to date+6.8%

−10.5%Worst drop · 1Y−16.7%

16.8%Volatility · 1Y14.9%

1.4%Yield5.2%

$49.1BAssets$47.2M

2–2level

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

Cost, Income and Risk

Fees: USRT, NETL, XLV

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLV0.08%$8

NETL0.60%$60

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

Yields: USRT, NETL, XLV

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

USRT2.69%$269

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

USRT$269 − $8 = $261

XLV$138 − $8 = $130

KeptFee

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

Overlap: USRT, NETL, XLV

Today

12.7%most shared, USRT and NETL

USRTNETLXLV

USRT—12.7%0.0%

NETL12.7%—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

USRTWorst drop−12.4%13.9% 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