NETL vs VNQ

ANETL

BVNQ

Measures won1–5VNQ wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · SPY $17,493

Lowest cost0.08%XLE · $8 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common9.7%NETL and VNQ

NETL

VNQ

Colterpoint Net Lease Real Estate ETF · $48MVanguard Real Estate ETF · $35.9B

+9.0%3 years · per year$12,949 · $14,443+13.0%

−0.3%5 years · per year$9,871 · $10,786+1.5%

0.60%Expense ratio$60 · $13 on $10k · lower wins0.13%

5.14%12-mo yield$514 · $350 on $10k3.50%

−16.7%Worst dropSmaller wins−11.4%

15.0%VolatilityLower wins14.3%

1–5VNQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · VNQ

8.7%O3.3%

8.7%VICI1.7%

8.4%WPC1.0%

3.6%GLPI0.7%

Held in common9.7%

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BVNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BVNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs VNQ

NETL

Colterpoint Net Lease Real Estate

$9,871

VNQ

Vanguard Real Estate

$10,786

MeasureNETLVNQ

Fee0.60%0.13%

Cost on $10k a year$60$13

Yield5.14%3.50%

5 years, per year−0.3%+1.5%

3 years, per year+9.0%+13.0%

Worst drop · 1Y−16.7%−11.4%

Volatility · 1Y15.0%14.3%

5–1measures won
VNQ first

9.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NETL, VNQ, SPY, XLE

Today

9.7%most shared, NETL and VNQ

NETLVNQSPYXLE

NETL—9.7%0.1%0.0%

VNQ9.7%—1.9%0.0%

SPY0.1%1.9%—3.5%

XLE0.0%0.0%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

VNQ$350 − $13 = $337

XLE$246 − $8 = $238

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee