VIG vs NETL

AVIG

BNETL

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%VIG and NETL

VIG

NETL

Vanguard Dividend Appreciation ETF · $109BColterpoint Net Lease Real Estate ETF · $48M

+18.6%3 years · per year$16,669 · $13,159+9.6%

+10.2%5 years · per year$16,243 · $9,825−0.4%

0.04%Expense ratio$4 · $60 on $10k · lower wins0.60%

1.50%12-mo yield$150 · $522 on $10k5.22%

−7.9%Worst dropSmaller wins−16.7%

10.8%VolatilityLower wins14.9%

5–1VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · NETL

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs NETL

VIG

Vanguard Dividend Appreciation

$16,243

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureVIGNETL

Fee0.04%0.60%

Cost on $10k a year$4$60

Yield1.50%5.22%

5 years, per year+10.2%−0.4%

3 years, per year+18.6%+9.6%

Worst drop · 1Y−7.9%−16.7%

Volatility · 1Y10.8%14.9%

5–1measures won
VIG first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NETL, SCHD, XLE, VIG

Today

14.5%most shared, SCHD and VIG

NETLSCHDXLEVIG

NETL—0.0%0.0%0.0%

SCHD0.0%—14.2%14.5%

XLE0.0%14.2%—3.5%

VIG0.0%14.5%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee