REAI vs NETL

AREAI

BNETL

Measures won3–3level · of 6 · YTD

$10,000 · YTD$11,005REAI · NETL $10,685

Lowest cost0.59%REAI · $59 on $10k

Most income5.18%NETL · $518 on $10k

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

Held in common11.0%REAI and NETL

YTD

REAI

NETL

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

+10.0%Year to dateJan 1 → Nov 5+6.8%

+4.1%1 yearTotal return+7.5%

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

2.38%12-mo yield$238 · $518 on $10k5.18%

−10.2%Worst dropSmaller wins−16.7%

15.0%VolatilityLower wins14.9%

3–3Level

$10,000 · since Jan 1One scale

Shared top holdingsREAI · NETL

4.3%STAG4.5%

3.7%IIPR4.4%

2.9%VICI8.7%

Held in common11.0%

End-of-day Nov 5, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

Both

YTD2 funds

#			Trend
1	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

End-of-day Nov 5, 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

$10,414

NETL

Colterpoint Net Lease Real Estate

$10,751

MeasureREAINETL

Fee0.59%0.60%

Cost on $10k a year$59$60

Yield2.38%5.18%

5 years, per year[…]−0.6%

3 years, per year+10.0%+10.5%

Worst drop · 1Y−10.2%−16.7%

Volatility · 1Y15.0%14.9%

3–2measures won
NETL first

11.0%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: REAI, NETL

Today

11.0%most shared, REAI and NETL

REAINETL

REAI—11.0%

NETL11.0%—

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

REAI$238 − $59 = $179

KeptFee

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