NETL vs REET

ANETL

BREET

Measures won1–5REET wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · REET $10,970

Lowest cost0.08%XLE · $8 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common8.6%NETL and REET

NETL

REET

Colterpoint Net Lease Real Estate ETF · $48MiShares Global REIT ETF · $4.9B

+9.0%3 years · per year$12,949 · $14,392+12.9%

−0.3%5 years · per year$9,871 · $10,970+1.9%

0.60%Expense ratio$60 · $14 on $10k · lower wins0.14%

5.14%12-mo yield$514 · $340 on $10k3.40%

−16.7%Worst dropSmaller wins−11.3%

15.0%VolatilityLower wins12.7%

1–5REET wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · REET

8.7%O3.1%

8.7%VICI1.5%

8.4%WPC0.8%

3.6%GLPI0.6%

Held in common8.6%

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BREET	iShares Global REIT ETFRead Desk	0.14%	3.40%	+1.5%	+11.9%	+12.6%	+12.9%	+1.9%	−11.3%	$4.9B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BREET	iShares Global REIT ETFRead Desk	0.14%	3.40%	+1.5%	+11.9%	+12.6%	+12.9%	+1.9%	−11.3%	$4.9B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs REET

NETL

Colterpoint Net Lease Real Estate

$9,871

REET

iShares Global REIT

$10,970

MeasureNETLREET

Fee0.60%0.14%

Cost on $10k a year$60$14

Yield5.14%3.40%

5 years, per year−0.3%+1.9%

3 years, per year+9.0%+12.9%

Worst drop · 1Y−16.7%−11.3%

Volatility · 1Y15.0%12.7%

5–1measures won
REET first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: NETL, REET, XLE, VNQ

Today

73.3%most shared, REET and VNQ

NETLREETXLEVNQ

NETL—8.6%0.0%9.7%

REET8.6%—0.0%73.3%

XLE0.0%0.0%—0.0%

VNQ9.7%73.3%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

VNQ$350 − $13 = $337

REET$340 − $14 = $326

XLE$246 − $8 = $238

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee