XLE vs NETL

AXLE

BNETL

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · SCHD $16,375

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%XLE and NETL

XLE

NETL

State Street Energy Select Sector SPDR ETF · $42.0BColterpoint Net Lease Real Estate ETF · $48M

+16.7%3 years · per year$15,905 · $13,485+10.5%

+20.5%5 years · per year$25,404 · $9,724−0.6%

0.08%Expense ratio$8 · $60 on $10k · lower wins0.60%

2.47%12-mo yield$247 · $518 on $10k5.18%

−15.0%Worst dropSmaller wins−16.7%

23.3%VolatilityLower wins14.9%

4–2XLE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLE · NETL

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

XLE vs NETL

XLE

Energy Select Sector SPDR

$25,404

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureXLENETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.47%5.18%

5 years, per year+20.5%−0.6%

3 years, per year+16.7%+10.5%

Worst drop · 1Y−15.0%−16.7%

Volatility · 1Y23.3%14.9%

4–2measures won
XLE 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NETL, DES, XLE, SCHD

Today

14.2%most shared, XLE and SCHD

NETLDESXLESCHD

NETL—1.9%0.0%0.0%

DES1.9%—0.0%1.0%

XLE0.0%0.0%—14.2%

SCHD0.0%1.0%14.2%—

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

XLE$247 − $8 = $239

DES$234 − $38 = $196

KeptFee

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