USRT vs NETL

AUSRT

BNETL

Measures won5–1USRT wins · of 6 · YTD

$10,000 · YTD$12,278VGT · USRT $11,528

Lowest cost0.08%USRT · $8 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common12.7%USRT and NETL

YTD

USRT

NETL

iShares Core U.S. REIT ETF · $4.3BColterpoint Net Lease Real Estate ETF · $47M

+15.3%Year to dateJan 1 → Nov 3+6.1%

+15.3%1 yearTotal return+6.2%

0.08%Expense ratio$8 · $60 on $10k · lower wins0.60%

2.72%12-mo yield$272 · $522 on $10k5.22%

−12.4%Worst dropSmaller wins−16.7%

13.6%VolatilityLower wins14.8%

5–1USRT wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsUSRT · NETL

4.0%O8.4%

2.3%VICI8.7%

1.3%WPC8.3%

0.9%GLPI3.7%

Held in common12.7%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M

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

All Three

YTD3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M

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

Cards for this view

USRT vs NETL

USRT

iShares Core U.S. REIT

$11,530

NETL

Colterpoint Net Lease Real Estate

$10,624

MeasureUSRTNETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.72%5.22%

5 years, per year+3.5%−0.7%

3 years, per year+16.8%+11.3%

Worst drop · 1Y−12.4%−16.7%

Volatility · 1Y13.6%14.8%

5–1measures won
USRT first

12.7%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: USRT, NETL, VGT

Today

12.7%most shared, USRT and NETL

USRTNETLVGT

USRT—12.7%0.0%

NETL12.7%—0.0%

VGT0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

USRT$272 − $8 = $264

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee