USRT vs XLF

AUSRT

BXLF

Measures won3–2USRT 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−12.4%USRT · worst fall in 1Y

Held in common0.0%USRT and XLF

USRT

XLF

iShares Core U.S. REIT ETF · $4.3BState Street Financial Select Sector SPDR ETF · $54.2B

+16.8%3 years · per year$15,948 · $19,057+24.0%

+3.5%5 years · per year$11,871 · $15,353+9.0%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.72%12-mo yield$272 · $144 on $10k1.44%

−12.4%Worst dropSmaller wins−14.8%

13.6%VolatilityLower wins14.6%

3–2USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · XLF

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

Held in common0.0%

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 Three

5Y3 funds

#
1	BXLF	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	AUSRT	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	NETL	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 Three

5Y3 funds

#
1	BXLF	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	AUSRT	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	NETL	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

USRT vs XLF

USRT

iShares Core U.S. REIT

$11,871

XLF

Financial Select Sector SPDR

$15,353

MeasureUSRTXLF

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.72%1.44%

5 years, per year+3.5%+9.0%

3 years, per year+16.8%+24.0%

Worst drop · 1Y−12.4%−14.8%

Volatility · 1Y13.6%14.6%

3–2measures won
USRT first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NETL, USRT, XLF

Today

12.7%most shared, NETL and USRT

NETLUSRTXLF

NETL—12.7%0.0%

USRT12.7%—0.0%

XLF0.0%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

USRT$272 − $8 = $264

XLF$144 − $8 = $136

KeptFee

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