NETL vs IVV

ANETL

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLK $21,984

Lowest cost0.03%IVV · $3 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.1%NETL and IVV

NETL

IVV

Colterpoint Net Lease Real Estate ETF · $48MiShares Core S&P 500 ETF · $875B

+9.0%3 years · per year$12,949 · $18,159+22.0%

−0.3%5 years · per year$9,871 · $17,545+11.9%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

5.14%12-mo yield$514 · $111 on $10k1.11%

−16.7%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · IVV

8.7%O0.1%

8.7%VICI0.0%

Held in common0.1%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
4	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

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
4	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

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 IVV

NETL

Colterpoint Net Lease Real Estate

$9,871

IVV

iShares Core S&P 500

$17,545

MeasureNETLIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield5.14%1.11%

5 years, per year−0.3%+11.9%

3 years, per year+9.0%+22.0%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y15.0%13.8%

5–1measures won
IVV first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

Overlap: IVV, NETL, XLK, XLE

Today

35.9%most shared, IVV and XLK

IVVNETLXLKXLE

IVV—0.1%35.9%3.5%

NETL0.1%—0.0%0.0%

XLK35.9%0.0%—0.0%

XLE3.5%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

XLE$246 − $8 = $238

IVV$111 − $3 = $108

XLK$49 − $8 = $41

KeptFee

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