NETL vs SCHD

ANETL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XLF $16,157

Lowest cost0.06%SCHD · $6 on $10k

Most income5.13%NETL · $513 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

+11.4%3 years · per year$13,839 · $17,908+21.4%

−0.1%5 years · per year$9,951 · $16,881+11.0%

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

5.13%12-mo yield$513 · $291 on $10k2.91%

−16.7%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.5%

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 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	DES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.26%	+1.4%	+21.3%	+24.9%	+17.1%	+7.8%	−8.7%	$2.1B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	DES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.26%	+1.4%	+21.3%	+24.9%	+17.1%	+7.8%	−8.7%	$2.1B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 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

$9,951

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureNETLSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield5.13%2.91%

5 years, per year−0.1%+11.0%

3 years, per year+11.4%+21.4%

Worst drop · 1Y−16.7%−6.9%

Volatility · 1Y14.9%11.5%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NETL, DES, XLF, SCHD

Today

3.4%most shared, XLF and SCHD

NETLDESXLFSCHD

NETL—1.9%0.0%0.0%

DES1.9%—0.0%1.0%

XLF0.0%0.0%—3.4%

SCHD0.0%1.0%3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

SCHD$291 − $6 = $285

DES$226 − $38 = $188

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee