NETL vs SCHD

ANETL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XLV $15,134

Lowest cost0.06%SCHD · $6 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%NETL and SCHD

NETL

SCHD

Colterpoint Net Lease Real Estate ETF · $47MSchwab U.S. Dividend Equity ETF · $123B

+10.5%3 years · per year$13,485 · $17,414+20.3%

−0.6%5 years · per year$9,724 · $16,375+10.4%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

5.18%12-mo yield$518 · $298 on $10k2.98%

−16.7%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−2.5%	+20.9%	+29.6%	+16.0%	+8.6%	−10.5%	$49.1B
3	DES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.34%	−3.2%	+17.4%	+21.8%	+15.7%	+6.7%	−8.7%	$2.1B
4	ANETL	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 Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−2.5%	+20.9%	+29.6%	+16.0%	+8.6%	−10.5%	$49.1B
3	DES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.34%	−3.2%	+17.4%	+21.8%	+15.7%	+6.7%	−8.7%	$2.1B
4	ANETL	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

NETL vs SCHD

NETL

Colterpoint Net Lease Real Estate

$9,724

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureNETLSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield5.18%2.98%

5 years, per year−0.6%+10.4%

3 years, per year+10.5%+20.3%

Worst drop · 1Y−16.7%−6.9%

Volatility · 1Y14.9%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: NETL, DES, SCHD, XLV

Today

16.3%most shared, SCHD and XLV

NETLDESSCHDXLV

NETL—1.9%0.0%0.0%

DES1.9%—1.0%0.0%

SCHD0.0%1.0%—16.3%

XLV0.0%0.0%16.3%—

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

SCHD$298 − $6 = $292

DES$234 − $38 = $196

XLV$138 − $8 = $130

KeptFee

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