SPYM vs NETL

ASPYM

BNETL

Measures won5–1SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income5.18%NETL · $518 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 · $182BColterpoint Net Lease Real Estate ETF · $47M

+22.1%3 years · per year$18,222 · $13,485+10.5%

+11.4%5 years · per year$17,164 · $9,724−0.6%

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

1.06%12-mo yield$106 · $518 on $10k5.18%

−8.9%Worst dropSmaller wins−16.7%

13.6%VolatilityLower wins14.9%

5–1SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · NETL

0.1%O8.6%

0.0%VICI8.7%

Held in common0.1%

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

All Three

5Y3 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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

All Three

5Y3 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

End-of-day Nov 5, 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

$17,164

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureSPYMNETL

Fee0.02%0.60%

Cost on $10k a year$2$60

Yield1.06%5.18%

5 years, per year+11.4%−0.6%

3 years, per year+22.1%+10.5%

Worst drop · 1Y−8.9%−16.7%

Volatility · 1Y13.6%14.9%

5–1measures won
SPYM first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, NETL, SPYM

Today

99.9%most shared, IVV and SPYM

IVVNETLSPYM

IVV—0.1%99.9%

NETL0.1%—0.1%

SPYM99.9%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee