DES vs NETL

ADES

BNETL

Measures won5–1DES wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.9%DES and NETL

DES

NETL

WisdomTree U.S. SmallCap Dividend Fund · $2.1BColterpoint Net Lease Real Estate ETF · $47M

+17.1%3 years · per year$16,076 · $13,839+11.4%

+7.8%5 years · per year$14,530 · $9,951−0.1%

0.38%Expense ratio$38 · $60 on $10k · lower wins0.60%

2.26%12-mo yield$226 · $513 on $10k5.13%

−8.7%Worst dropSmaller wins−16.7%

14.3%VolatilityLower wins14.9%

5–1DES wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDES · NETL

1.1%EPR4.6%

0.4%BNL3.9%

0.1%FCPT4.2%

0.1%GTY3.9%

Held in common1.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ADES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.26%	+1.4%	+21.3%	+24.9%	+17.1%	+7.8%	−8.7%	$2.1B
4	BNETL	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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ADES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.26%	+1.4%	+21.3%	+24.9%	+17.1%	+7.8%	−8.7%	$2.1B
4	BNETL	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

DES vs NETL

DES

WisdomTree U.S. SmallCap Dividend Fund

$14,530

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureDESNETL

Fee0.38%0.60%

Cost on $10k a year$38$60

Yield2.26%5.13%

5 years, per year+7.8%−0.1%

3 years, per year+17.1%+11.4%

Worst drop · 1Y−8.7%−16.7%

Volatility · 1Y14.3%14.9%

5–1measures won
DES first

1.9%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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: DES, NETL, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DESNETLSCHDVIG

DES—1.9%1.0%0.7%

NETL1.9%—0.0%0.0%

SCHD1.0%0.0%—14.5%

VIG0.7%0.0%14.5%—

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

SCHD$291 − $6 = $285

DES$226 − $38 = $188

VIG$144 − $4 = $140

KeptFee

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