NETL vs DFAR

ANETL

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · VNQ $10,948

Lowest cost0.08%XLE · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common12.1%NETL and DFAR

NETL

DFAR

Colterpoint Net Lease Real Estate ETF · $47MDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

+11.4%3 years · per year$13,839 · $15,520+15.8%

−0.1%5 years · per year$9,951 · […][…]

0.60%Expense ratio$60 · $22 on $10k · lower wins0.22%

5.13%12-mo yield$513 · $329 on $10k3.29%

−16.7%Worst dropSmaller wins−11.5%

14.9%VolatilityLower wins14.0%

1–4DFAR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · DFAR

8.4%O4.3%

8.6%VICI2.1%

8.3%WPC1.2%

3.7%GLPI0.9%

Held in common12.1%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.47%	+3.2%	+13.9%	+14.3%	+15.4%	+1.8%	−11.4%	$35.9B
3	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
4	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.47%	+3.2%	+13.9%	+14.3%	+15.4%	+1.8%	−11.4%	$35.9B
3	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
4	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

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 DFAR

NETL

Colterpoint Net Lease Real Estate

$9,951

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureNETLDFAR

Fee0.60%0.22%

Cost on $10k a year$60$22

Yield5.13%3.29%

5 years, per year−0.1%[…]

3 years, per year+11.4%+15.8%

Worst drop · 1Y−16.7%−11.5%

Volatility · 1Y14.9%14.0%

4–1measures won
DFAR first

12.1%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 4, 2026

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

Overlap: NETL, DFAR, XLE, VNQ

Today

84.7%most shared, DFAR and VNQ

NETLDFARXLEVNQ

NETL—12.1%0.0%9.7%

DFAR12.1%—0.0%84.7%

XLE0.0%0.0%—0.0%

VNQ9.7%84.7%0.0%—

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

VNQ$347 − $13 = $334

DFAR$329 − $22 = $307

XLE$240 − $8 = $232

KeptFee

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