Compare · 3 funds side by side · dividends reinvested

VIG, NETL and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

VIG, NETL and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$47M2.5

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: VIG 2006 · NETL 2019 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$15,503

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

NETLMeasureXLF

+6.8%Year to dateJan 1 → Nov 5+6.3%

+7.5%1 yearTotal return+11.4%

+10.5%3 years · per year$10,000 became $13,485 · $18,620+23.0%

−0.6%5 years · per year$10,000 became $9,724 · $15,503+9.2%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

5.18%Trailing 12-mo yield$518 · $144 a year on $10k1.44%

−16.7%Worst dropSmaller is better−14.8%

14.9%VolatilityLower is calmer15.3%

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

3–5XLF 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 XLF: Top 5 Holdings

Today

NETL

42.3%in top 5

XLF

in top 543.7%

NETLStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

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 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

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

NETL vs XLF Returns, Every Period

NETLNETL

−0.6%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

NETLXLFFaded: behind in that period

1–3XLF wins

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

Sector vs Income: NETL vs VIG

YTD

NETLNETL

+6.8%

VIGVanguard

+12.5%

+6.8%Year to date+12.5%

−16.7%Worst drop · 1Y−7.9%

14.9%Volatility · 1Y10.8%

5.2%Yield1.5%

$47.2MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, NETL, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

NETL0.60%$60

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

Yields: VIG, NETL, XLF

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

VIG1.49%$149

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

VIG$149 − $4 = $145

XLF$144 − $8 = $136

KeptFee

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

Overlap: VIG, NETL, XLF

Today

19.5%most shared, VIG and XLF

VIGNETLXLF

VIG—0.0%19.5%

NETL0.0%—0.0%

XLF19.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

NETLVIG

+6.8%Year to date+12.5%

5.2%Yield1.5%

+7.5%Past year+15.2%

0.60%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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