NETL vs DES

ANETL

BDES

Measures won1–5DES wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.9%NETL and DES

NETL

DES

Colterpoint Net Lease Real Estate ETF · $47MWisdomTree U.S. SmallCap Dividend Fund · $2.1B

+10.5%3 years · per year$13,485 · $15,487+15.7%

−0.6%5 years · per year$9,724 · $13,859+6.7%

0.60%Expense ratio$60 · $38 on $10k · lower wins0.38%

5.18%12-mo yield$518 · $234 on $10k2.34%

−16.7%Worst dropSmaller wins−8.7%

14.9%VolatilityLower wins14.6%

1–5DES wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · DES

4.6%EPR1.1%

3.8%BNL0.4%

4.2%FCPT0.1%

3.9%GTY0.1%

Held in common1.9%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	BDES	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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	BDES	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 DES

NETL

Colterpoint Net Lease Real Estate

$9,724

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,859

MeasureNETLDES

Fee0.60%0.38%

Cost on $10k a year$60$38

Yield5.18%2.34%

5 years, per year−0.6%+6.7%

3 years, per year+10.5%+15.7%

Worst drop · 1Y−16.7%−8.7%

Volatility · 1Y14.9%14.6%

5–1measures won
DES first

1.9%

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NETL, DES, XLE, VYM

Today

9.3%most shared, XLE and VYM

NETLDESXLEVYM

NETL—1.9%0.0%0.0%

DES1.9%—0.0%1.6%

XLE0.0%0.0%—9.3%

VYM0.0%1.6%9.3%—

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

XLE$247 − $8 = $239

VYM$230 − $4 = $226

DES$234 − $38 = $196

KeptFee

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