NETL vs USRT

ANETL

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$15,353XLF · USRT $11,871

Lowest cost0.08%USRT · $8 on $10k

Most income5.22%NETL · $522 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 · $4.3B

+11.3%3 years · per year$13,798 · $15,948+16.8%

−0.7%5 years · per year$9,676 · $11,871+3.5%

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

5.22%12-mo yield$522 · $272 on $10k2.72%

−16.7%Worst dropSmaller wins−12.4%

14.8%VolatilityLower wins13.6%

1–5USRT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · USRT

8.4%O4.0%

8.7%VICI2.3%

8.3%WPC1.3%

3.7%GLPI0.9%

Held in common12.7%

End-of-day Nov 3, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M

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

All Four

5Y4 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M

End-of-day Nov 3, 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

$9,676

USRT

iShares Core U.S. REIT

$11,871

MeasureNETLUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.22%2.72%

5 years, per year−0.7%+3.5%

3 years, per year+11.3%+16.8%

Worst drop · 1Y−16.7%−12.4%

Volatility · 1Y14.8%13.6%

5–1measures won
USRT first

12.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: NETL, USRT, XLF, VNQ

Today

80.4%most shared, USRT and VNQ

NETLUSRTXLFVNQ

NETL—12.7%0.0%9.7%

USRT12.7%—0.0%80.4%

XLF0.0%0.0%—0.0%

VNQ9.7%80.4%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

VNQ$359 − $13 = $346

USRT$272 − $8 = $264

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee