SPYM vs NETL

ASPYM

BNETL

Measures won5–1SPYM wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.1%SPYM and NETL

SPYM

NETL

State Street SPDR Portfolio S&P 500 ETF · $178BColterpoint Net Lease Real Estate ETF · $48M

+21.8%3 years · per year$18,082 · $13,159+9.6%

+11.4%5 years · per year$17,192 · $9,825−0.4%

0.02%Expense ratio$2 · $60 on $10k · lower wins0.60%

1.05%12-mo yield$105 · $522 on $10k5.22%

−8.9%Worst dropSmaller wins−16.7%

13.6%VolatilityLower wins14.9%

5–1SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPYM · NETL

0.1%O8.7%

0.0%VICI8.8%

Held in common0.1%

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%	$40.5B
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	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

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%	$40.5B
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	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

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

SPYM vs NETL

SPYM

SPDR Portfolio S&P 500

$17,192

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureSPYMNETL

Fee0.02%0.60%

Cost on $10k a year$2$60

Yield1.05%5.22%

5 years, per year+11.4%−0.4%

3 years, per year+21.8%+9.6%

Worst drop · 1Y−8.9%−16.7%

Volatility · 1Y13.6%14.9%

5–1measures won
SPYM first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, NETL, SPYM, XLE

Today

99.9%most shared, IVV and SPYM

IVVNETLSPYMXLE

IVV—0.1%99.9%3.5%

NETL0.1%—0.1%0.0%

SPYM99.9%0.1%—3.5%

XLE3.5%0.0%3.5%—

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

XLE$247 − $8 = $239

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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