DFAR vs NETL

ADFAR

BNETL

Measures won4–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · XLF $16,157

Lowest cost0.08%XLF · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common12.1%DFAR and NETL

DFAR

NETL

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BColterpoint Net Lease Real Estate ETF · $47M

+15.8%3 years · per year$15,520 · $13,839+11.4%

[…]5 years · per year[…] · $9,951−0.1%

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

3.29%12-mo yield$329 · $513 on $10k5.13%

−11.5%Worst dropSmaller wins−16.7%

14.0%VolatilityLower wins14.9%

4–1DFAR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAR · NETL

4.3%O8.4%

2.1%VICI8.6%

1.2%WPC8.3%

0.9%GLPI3.7%

Held in common12.1%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	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
4	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	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
4	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

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

DFAR vs NETL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureDFARNETL

Fee0.22%0.60%

Cost on $10k a year$22$60

Yield3.29%5.13%

5 years, per year[…]−0.1%

3 years, per year+15.8%+11.4%

Worst drop · 1Y−11.5%−16.7%

Volatility · 1Y14.0%14.9%

4–1measures won
DFAR first

12.1%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

Overlap: DFAR, NETL, XLF, XLE

Today

12.1%most shared, DFAR and NETL

DFARNETLXLFXLE

DFAR—12.1%0.0%0.0%

NETL12.1%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

DFAR$329 − $22 = $307

XLE$240 − $8 = $232

XLF$140 − $8 = $132

KeptFee

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