DFAR vs NETL

ADFAR

BNETL

Measures won4–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VNQ $10,664

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common12.3%DFAR and NETL

DFAR

NETL

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BColterpoint Net Lease Real Estate ETF · $48M

+14.0%3 years · per year$14,831 · $13,159+9.6%

[…]5 years · per year[…] · $9,825−0.4%

0.22%Expense ratio$22 · $60 on $10k · lower wins0.60%

3.35%12-mo yield$335 · $522 on $10k5.22%

−11.5%Worst dropSmaller wins−16.7%

14.1%VolatilityLower wins14.9%

4–1DFAR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAR · NETL

4.4%O8.7%

2.2%VICI8.8%

1.2%WPC8.3%

0.9%GLPI3.7%

Held in common12.3%

End-of-day Nov 6, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
3	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
4	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
3	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
4	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

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

DFAR vs NETL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureDFARNETL

Fee0.22%0.60%

Cost on $10k a year$22$60

Yield3.35%5.22%

5 years, per year[…]−0.4%

3 years, per year+14.0%+9.6%

Worst drop · 1Y−11.5%−16.7%

Volatility · 1Y14.1%14.9%

4–1measures won
DFAR first

12.3%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAR, NETL, VNQ, XLE

Today

84.5%most shared, DFAR and VNQ

DFARNETLVNQXLE

DFAR—12.3%84.5%0.0%

NETL12.3%—9.7%0.0%

VNQ84.5%9.7%—0.0%

XLE0.0%0.0%0.0%—

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

VNQ$356 − $13 = $343

DFAR$335 − $22 = $313

XLE$247 − $8 = $239

KeptFee

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