NETL vs XLF

ANETL

BXLF

Measures won2–4XLF wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · XLF $15,733

Lowest cost0.03%VTV · $3 on $10k

Most income5.17%NETL · $517 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%NETL and XLF

NETL

XLF

Colterpoint Net Lease Real Estate ETF · $48MState Street Financial Select Sector SPDR ETF · $53.4B

+8.2%3 years · per year$12,672 · $18,086+21.8%

−0.4%5 years · per year$9,815 · $15,733+9.5%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

5.17%12-mo yield$517 · $142 on $10k1.42%

−16.7%Worst dropSmaller wins−14.8%

14.9%VolatilityLower wins15.3%

2–4XLF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · XLF

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

Held in common0.0%

End-of-day Nov 10, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+0.5%	+7.7%	+12.2%	+21.8%	+9.5%	−14.8%	$53.4B
3	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.55%	+0.3%	+10.6%	+13.7%	+14.1%	+5.9%	−7.0%	$281M
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.17%	−0.5%	+7.0%	+6.4%	+8.2%	−0.4%	−16.7%	$48M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+0.5%	+7.7%	+12.2%	+21.8%	+9.5%	−14.8%	$53.4B
3	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.55%	+0.3%	+10.6%	+13.7%	+14.1%	+5.9%	−7.0%	$281M
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.17%	−0.5%	+7.0%	+6.4%	+8.2%	−0.4%	−16.7%	$48M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs XLF

NETL

Colterpoint Net Lease Real Estate

$9,815

XLF

Financial Select Sector SPDR

$15,733

MeasureNETLXLF

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.17%1.42%

5 years, per year−0.4%+9.5%

3 years, per year+8.2%+21.8%

Worst drop · 1Y−16.7%−14.8%

Volatility · 1Y14.9%15.3%

4–2measures won
XLF first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: NETL, SMMV, XLF, VTV

Today

22.0%most shared, XLF and VTV

NETLSMMVXLFVTV

NETL—3.1%0.0%0.3%

SMMV3.1%—0.5%0.0%

XLF0.0%0.5%—22.0%

VTV0.3%0.0%22.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$457most kept, NETL

NETL$517 − $60 = $457

VTV$183 − $3 = $180

SMMV$155 − $20 = $135

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee