NETL vs PPTY

ANETL

BPPTY

Measures won1–5PPTY wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · XLF $16,157

Lowest cost0.08%XLF · $8 on $10k

Most income5.13%NETL · $513 on $10k

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

Held in common11.9%NETL and PPTY

NETL

PPTY

Colterpoint Net Lease Real Estate ETF · $47MUS Diversified Real Estate ETF · $23M

+11.4%3 years · per year$13,839 · $14,700+13.7%

−0.1%5 years · per year$9,951 · $10,792+1.5%

0.60%Expense ratio$60 · $53 on $10k · lower wins0.53%

5.13%12-mo yield$513 · $249 on $10k2.49%

−16.7%Worst dropSmaller wins−11.8%

14.9%VolatilityLower wins13.9%

1–5PPTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · PPTY

4.2%FCPT3.9%

4.5%STAG2.0%

8.3%WPC1.7%

4.3%IIPR1.6%

Held in common11.9%

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%	$44.6B
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%	$54.2B
3	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
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	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%	$44.6B
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%	$54.2B
3	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
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 PPTY

NETL

Colterpoint Net Lease Real Estate

$9,951

PPTY

US Diversified Real Estate

$10,792

MeasureNETLPPTY

Fee0.60%0.53%

Cost on $10k a year$60$53

Yield5.13%2.49%

5 years, per year−0.1%+1.5%

3 years, per year+11.4%+13.7%

Worst drop · 1Y−16.7%−11.8%

Volatility · 1Y14.9%13.9%

5–1measures won
PPTY first

11.9%

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%

$44.6BAssets$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%

$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

Overlap: NETL, PPTY, XLF, XLE

Today

11.9%most shared, NETL and PPTY

NETLPPTYXLFXLE

NETL—11.9%0.0%0.0%

PPTY11.9%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%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

XLF$140 − $8 = $132

KeptFee

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