RWR vs NETL

ARWR

BNETL

Measures won5–1RWR wins · of 6 · 3Y

$10,000 · 3Y$15,574RWR · NETL $13,159

Lowest cost0.25%RWR · $25 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−12.8%RWR · worst fall in 1Y

Held in common10.5%RWR and NETL

RWR

NETL

State Street SPDR Dow Jones REIT ETF · $1.9BColterpoint Net Lease Real Estate ETF · $48M

+15.9%3 years · per year$15,574 · $13,159+9.6%

+3.2%5 years · per year$11,716 · $9,825−0.4%

0.25%Expense ratio$25 · $60 on $10k · lower wins0.60%

3.39%12-mo yield$339 · $522 on $10k5.22%

−12.8%Worst dropSmaller wins−16.7%

14.2%VolatilityLower wins14.9%

5–1RWR wins

$10,000 · 3 yearsOne scale

Shared top holdingsRWR · NETL

4.4%O8.7%

1.4%WPC8.3%

0.8%ADC8.7%

0.8%NNN8.2%

Held in common10.5%

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

Both

3Y2 funds

#			Trend
1	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B
2	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

Both

3Y2 funds

#			Trend
1	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B
2	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

RWR vs NETL

RWR

SPDR Dow Jones REIT

$15,574

NETL

Colterpoint Net Lease Real Estate

$13,159

MeasureRWRNETL

Fee0.25%0.60%

Cost on $10k a year$25$60

Yield3.39%5.22%

5 years, per year+3.2%−0.4%

3 years, per year+15.9%+9.6%

Worst drop · 1Y−12.8%−16.7%

Volatility · 1Y14.2%14.9%

5–1measures won
RWR first

10.5%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RWR, NETL

Today

10.5%most shared, RWR and NETL

RWRNETL

RWR—10.5%

NETL10.5%—

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

RWR$339 − $25 = $314

KeptFee

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