NETL vs DFAR

ANETL

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · NETL $9,951

Lowest cost0.08%XLF · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−11.5%DFAR · 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 · $8.5B

+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 three, 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 Three

5Y3 funds

#
1	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%	$54.2B
2	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
3	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%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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%	$54.2B
2	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
3	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%	$8.5B

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NETL, DFAR, XLF

Today

12.1%most shared, NETL and DFAR

NETLDFARXLF

NETL—12.1%0.0%

DFAR12.1%—0.0%

XLF0.0%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

DFAR$329 − $22 = $307

XLF$140 − $8 = $132

KeptFee

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