NETL vs VYM

ANETL

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · XLF $15,690

Lowest cost0.04%VYM · $4 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.0%NETL and VYM

NETL

VYM

Colterpoint Net Lease Real Estate ETF · $48MVanguard High Dividend Yield ETF · $78.9B

+9.0%3 years · per year$12,955 · $17,150+19.7%

−0.3%5 years · per year$9,875 · $17,254+11.5%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

5.14%12-mo yield$514 · $226 on $10k2.26%

−16.7%Worst dropSmaller wins−6.7%

15.0%VolatilityLower wins10.8%

1–5VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · VYM

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

Held in common0.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	DES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.28%	+2.6%	+20.2%	+24.3%	+15.3%	+6.8%	−8.7%	$2.1B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.7%	+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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	DES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.28%	+2.6%	+20.2%	+24.3%	+15.3%	+6.8%	−8.7%	$2.1B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.7%	+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 VYM

NETL

Colterpoint Net Lease Real Estate

$9,875

VYM

Vanguard High Dividend Yield

$17,254

MeasureNETLVYM

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield5.14%2.26%

5 years, per year−0.3%+11.5%

3 years, per year+9.0%+19.7%

Worst drop · 1Y−16.7%−6.7%

Volatility · 1Y15.0%10.8%

5–1measures won
VYM first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: NETL, DES, XLF, VYM

Today

18.2%most shared, XLF and VYM

NETLDESXLFVYM

NETL—2.0%0.0%0.0%

DES2.0%—0.0%1.6%

XLF0.0%0.0%—18.2%

VYM0.0%1.6%18.2%—

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

VYM$226 − $4 = $222

DES$228 − $38 = $190

XLF$142 − $8 = $134

KeptFee

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