NETL vs USRT

ANETL

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · USRT $12,294

Lowest cost0.08%USRT · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common12.7%NETL and USRT

NETL

USRT

Colterpoint Net Lease Real Estate ETF · $47MiShares Core U.S. REIT ETF · $4.4B

+11.4%3 years · per year$13,839 · $16,301+17.7%

−0.1%5 years · per year$9,951 · $12,294+4.2%

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

5.13%12-mo yield$513 · $264 on $10k2.64%

−16.7%Worst dropSmaller wins−12.4%

14.9%VolatilityLower wins13.8%

1–5USRT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · USRT

8.4%O4.0%

8.6%VICI2.3%

8.3%WPC1.3%

3.7%GLPI0.9%

Held in common12.7%

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%	$44.1B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.47%	+3.2%	+13.9%	+14.3%	+15.4%	+1.8%	−11.4%	$35.9B
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%	$44.1B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.47%	+3.2%	+13.9%	+14.3%	+15.4%	+1.8%	−11.4%	$35.9B
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 USRT

NETL

Colterpoint Net Lease Real Estate

$9,951

USRT

iShares Core U.S. REIT

$12,294

MeasureNETLUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.13%2.64%

5 years, per year−0.1%+4.2%

3 years, per year+11.4%+17.7%

Worst drop · 1Y−16.7%−12.4%

Volatility · 1Y14.9%13.8%

5–1measures won
USRT first

12.7%

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%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: NETL, USRT, XLE, VNQ

Today

80.2%most shared, USRT and VNQ

NETLUSRTXLEVNQ

NETL—12.7%0.0%9.7%

USRT12.7%—0.0%80.2%

XLE0.0%0.0%—0.0%

VNQ9.7%80.2%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

VNQ$347 − $13 = $334

USRT$264 − $8 = $256

XLE$240 − $8 = $232

KeptFee

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