XLE vs PPTY

AXLE

BPPTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,379XLE · PPTY $10,792

Lowest cost0.08%XLE · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common0.0%XLE and PPTY

XLE

PPTY

State Street Energy Select Sector SPDR ETF · $44.1BUS Diversified Real Estate ETF · $23M

+18.0%3 years · per year$16,447 · $14,700+13.7%

+21.4%5 years · per year$26,379 · $10,792+1.5%

0.08%Expense ratio$8 · $53 on $10k · lower wins0.53%

2.40%12-mo yield$240 · $249 on $10k2.49%

−15.0%Worst dropSmaller wins−11.8%

23.2%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · PPTY

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 Three

5Y3 funds

#
1	AXLE	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	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
3	NETL	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 Three

5Y3 funds

#
1	AXLE	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	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
3	NETL	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

XLE vs PPTY

XLE

Energy Select Sector SPDR

$26,379

PPTY

US Diversified Real Estate

$10,792

MeasureXLEPPTY

Fee0.08%0.53%

Cost on $10k a year$8$53

Yield2.40%2.49%

5 years, per year+21.4%+1.5%

3 years, per year+18.0%+13.7%

Worst drop · 1Y−15.0%−11.8%

Volatility · 1Y23.2%13.9%

3–3measures won
level

0.0%

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

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

Overlap: NETL, PPTY, XLE

Today

11.9%most shared, NETL and PPTY

NETLPPTYXLE

NETL—11.9%0.0%

PPTY11.9%—0.0%

XLE0.0%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

XLE$240 − $8 = $232

PPTY$249 − $53 = $196

KeptFee

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