NETL vs USRT

ANETL

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · XLV $14,979

Lowest cost0.08%USRT · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common12.9%NETL and USRT

NETL

USRT

Colterpoint Net Lease Real Estate ETF · $48MiShares Core U.S. REIT ETF · $4.2B

+9.6%3 years · per year$13,159 · $15,602+16.0%

−0.4%5 years · per year$9,825 · $12,000+3.7%

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

5.22%12-mo yield$522 · $269 on $10k2.69%

−16.7%Worst dropSmaller wins−12.4%

14.9%VolatilityLower wins13.9%

1–5USRT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · USRT

8.7%O4.1%

8.8%VICI2.3%

8.3%WPC1.3%

3.7%GLPI0.9%

Held in common12.9%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
4	ANETL	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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
4	ANETL	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

NETL vs USRT

NETL

Colterpoint Net Lease Real Estate

$9,825

USRT

iShares Core U.S. REIT

$12,000

MeasureNETLUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.22%2.69%

5 years, per year−0.4%+3.7%

3 years, per year+9.6%+16.0%

Worst drop · 1Y−16.7%−12.4%

Volatility · 1Y14.9%13.9%

5–1measures won
USRT first

12.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NETL, USRT, XLF, XLV

Today

12.9%most shared, NETL and USRT

NETLUSRTXLFXLV

NETL—12.9%0.0%0.0%

USRT12.9%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLV0.0%0.0%0.0%—

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

USRT$269 − $8 = $261

XLF$144 − $8 = $136

XLV$138 − $8 = $130

KeptFee

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