NETL vs REAI

ANETL

BREAI

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$14,432XLE · NETL $10,865

Lowest cost0.08%XLE · $8 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common11.1%NETL and REAI

NETL

REAI

Colterpoint Net Lease Real Estate ETF · $48MIntelligent Real Estate ETF · $1M

+7.6%Year to dateJan 1 → Nov 9+11.8%

+8.6%1 yearTotal return+7.3%

0.60%Expense ratio$60 · $59 on $10k · lower wins0.59%

5.14%12-mo yield$514 · $235 on $10k2.35%

−16.7%Worst dropSmaller wins−10.2%

15.0%VolatilityLower wins15.1%

3–3Level

$10,000 · 1 yearAll three, one scale

Shared top holdingsNETL · REAI

4.4%STAG4.3%

4.3%IIPR3.7%

8.7%VICI3.0%

Held in common11.1%

End-of-day Nov 9, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M
3	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.35%	+2.1%	+11.8%	+7.3%	+9.4%	new	−10.2%	$1M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M
3	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.35%	+2.1%	+11.8%	+7.3%	+9.4%	new	−10.2%	$1M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs REAI

NETL

Colterpoint Net Lease Real Estate

$10,865

REAI

Intelligent Real Estate

$10,726

MeasureNETLREAI

Fee0.60%0.59%

Cost on $10k a year$60$59

Yield5.14%2.35%

5 years, per year−0.3%[…]

3 years, per year+9.0%+9.4%

Worst drop · 1Y−16.7%−10.2%

Volatility · 1Y15.0%15.1%

3–2measures won
REAI first

11.1%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

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%

$122BAssets$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

Overlap: NETL, REAI, XLE

Today

11.1%most shared, NETL and REAI

NETLREAIXLE

NETL—11.1%0.0%

REAI11.1%—0.0%

XLE0.0%0.0%—

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

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

XLE$246 − $8 = $238

REAI$235 − $59 = $176

KeptFee

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