NETL vs REAI

ANETL

BREAI

Measures won2–3REAI wins · of 6 · 5Y

$10,000 · 5Y$9,951NETL

Lowest cost0.59%REAI · $59 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common11.1%NETL and REAI

NETL

REAI

Colterpoint Net Lease Real Estate ETF · $47MIntelligent Real Estate ETF · $1M

+11.3%3 years · per year$13,798 · $13,596+10.8%

−0.7%5 years · per year$9,676 · […][…]

0.60%Expense ratio$60 · $59 on $10k · lower wins0.59%

5.22%12-mo yield$522 · $239 on $10k2.39%

−16.7%Worst dropSmaller wins−10.2%

14.8%VolatilityLower wins14.6%

2–3REAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsNETL · REAI

4.5%STAG4.4%

4.3%IIPR3.7%

8.6%VICI2.9%

Held in common11.1%

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

Both

5Y2 funds

#			Trend
1	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M
2	BREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.39%	+0.5%	+9.9%	+4.3%	+10.8%	new	−10.2%	$1M

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

Both

5Y2 funds

#			Trend
1	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M
2	BREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.39%	+0.5%	+9.9%	+4.3%	+10.8%	new	−10.2%	$1M

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 REAI

NETL

Colterpoint Net Lease Real Estate

$9,676

REAI

Intelligent Real Estate

[…]

MeasureNETLREAI

Fee0.60%0.59%

Cost on $10k a year$60$59

Yield5.22%2.39%

5 years, per year−0.7%[…]

3 years, per year+11.3%+10.8%

Worst drop · 1Y−16.7%−10.2%

Volatility · 1Y14.8%14.6%

3–2measures won
REAI first

11.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: NETL, REAI

Today

11.1%most shared, NETL and REAI

NETLREAI

NETL—11.1%

REAI11.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

REAI$239 − $59 = $180

KeptFee

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