REAI vs NETL

AREAI

BNETL

Measures won2–2level · of 6 · 3Y

$10,000 · 3Y$15,939XLE · REAI $13,179

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common11.1%REAI and NETL

REAI

NETL

Intelligent Real Estate ETF · $1MColterpoint Net Lease Real Estate ETF · $48M

+9.6%3 years · per year$13,179 · $13,159+9.6%

[…]5 years · per year[…] · $9,825−0.4%

0.59%Expense ratio$59 · $60 on $10k · lower wins0.60%

2.39%12-mo yield$239 · $522 on $10k5.22%

−10.2%Worst dropSmaller wins−16.7%

15.0%VolatilityLower wins14.9%

2–2Level

$10,000 · 3 yearsAll three, one scale

Shared top holdingsREAI · NETL

4.3%STAG4.4%

3.7%IIPR4.3%

3.0%VICI8.8%

Held in common11.1%

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.39%	−0.5%	+9.5%	+3.8%	+9.6%	new	−10.2%	$1M
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.39%	−0.5%	+9.5%	+3.8%	+9.6%	new	−10.2%	$1M
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REAI vs NETL

REAI

Intelligent Real Estate

$13,180

NETL

Colterpoint Net Lease Real Estate

$13,159

MeasureREAINETL

Fee0.59%0.60%

Cost on $10k a year$59$60

Yield2.39%5.22%

5 years, per year[…]−0.4%

3 years, per year+9.6%+9.6%

Worst drop · 1Y−10.2%−16.7%

Volatility · 1Y15.0%14.9%

2–2measures won
level

11.1%

holdings shared

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

REAI$239 − $59 = $180

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee