USRT vs NETL

AUSRT

BNETL

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · USRT $11,898

Lowest cost0.08%USRT · $8 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common12.7%USRT and NETL

USRT

NETL

iShares Core U.S. REIT ETF · $4.3BColterpoint Net Lease Real Estate ETF · $48M

+16.4%3 years · per year$15,762 · $13,485+10.5%

+3.5%5 years · per year$11,898 · $9,724−0.6%

0.08%Expense ratio$8 · $60 on $10k · lower wins0.60%

2.69%12-mo yield$269 · $518 on $10k5.18%

−12.4%Worst dropSmaller wins−16.7%

13.9%VolatilityLower wins14.9%

5–1USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · NETL

4.0%O8.6%

2.3%VICI8.7%

1.3%WPC8.3%

0.9%GLPI3.7%

Held in common12.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

Cards for this view

USRT vs NETL

USRT

iShares Core U.S. REIT

$11,898

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureUSRTNETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.69%5.18%

5 years, per year+3.5%−0.6%

3 years, per year+16.4%+10.5%

Worst drop · 1Y−12.4%−16.7%

Volatility · 1Y13.9%14.9%

5–1measures won
USRT first

12.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NETL, USRT, XLE

Today

12.7%most shared, NETL and USRT

NETLUSRTXLE

NETL—12.7%0.0%

USRT12.7%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

USRT$269 − $8 = $261

XLE$247 − $8 = $239

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee