NETL vs DFAR

ANETL

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF · VNQ $10,786

Lowest cost0.08%XLF · $8 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common12.2%NETL and DFAR

NETL

DFAR

Colterpoint Net Lease Real Estate ETF · $48MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+9.0%3 years · per year$12,949 · $14,584+13.4%

−0.3%5 years · per year$9,871 · […][…]

0.60%Expense ratio$60 · $22 on $10k · lower wins0.22%

5.14%12-mo yield$514 · $330 on $10k3.30%

−16.7%Worst dropSmaller wins−11.5%

15.0%VolatilityLower wins14.1%

1–4DFAR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · DFAR

8.7%O4.4%

8.7%VICI2.1%

8.4%WPC1.2%

3.6%GLPI0.8%

Held in common12.2%

End-of-day Nov 9, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M
4	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.30%	+1.5%	+17.1%	+17.2%	+13.4%	new	−11.5%	$8.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M
4	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.30%	+1.5%	+17.1%	+17.2%	+13.4%	new	−11.5%	$8.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs DFAR

NETL

Colterpoint Net Lease Real Estate

$9,871

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureNETLDFAR

Fee0.60%0.22%

Cost on $10k a year$60$22

Yield5.14%3.30%

5 years, per year−0.3%[…]

3 years, per year+9.0%+13.4%

Worst drop · 1Y−16.7%−11.5%

Volatility · 1Y15.0%14.1%

4–1measures won
DFAR first

12.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAR, NETL, VNQ, XLF

Today

84.4%most shared, DFAR and VNQ

DFARNETLVNQXLF

DFAR—12.2%84.4%0.0%

NETL12.2%—9.7%0.0%

VNQ84.4%9.7%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

VNQ$350 − $13 = $337

DFAR$330 − $22 = $308

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee