NETL vs USRT

ANETL

BUSRT

Measures won1–5USRT wins · of 6 · 3Y

$10,000 · 3Y$16,301USRT · NETL $13,839

Lowest cost0.08%USRT · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common12.7%NETL and USRT

NETL

USRT

Colterpoint Net Lease Real Estate ETF · $47MiShares Core U.S. REIT ETF · $4.4B

+11.4%3 years · per year$13,839 · $16,301+17.7%

−0.1%5 years · per year$9,951 · $12,294+4.2%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

5.13%12-mo yield$513 · $264 on $10k2.64%

−16.7%Worst dropSmaller wins−12.4%

14.9%VolatilityLower wins13.8%

1–5USRT wins

$10,000 · 3 yearsOne scale

Shared top holdingsNETL · USRT

8.4%O4.0%

8.6%VICI2.3%

8.3%WPC1.3%

3.7%GLPI0.9%

Held in common12.7%

End-of-day Nov 4, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs USRT

NETL

Colterpoint Net Lease Real Estate

$13,839

USRT

iShares Core U.S. REIT

$16,301

MeasureNETLUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.13%2.64%

5 years, per year−0.1%+4.2%

3 years, per year+11.4%+17.7%

Worst drop · 1Y−16.7%−12.4%

Volatility · 1Y14.9%13.8%

5–1measures won
USRT first

12.7%

holdings shared

Nov 4, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NETL, USRT

Today

12.7%most shared, NETL and USRT

NETLUSRT

NETL—12.7%

USRT12.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

USRT$264 − $8 = $256

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee