NETL vs VTV

ANETL

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.3%NETL and VTV

NETL

VTV

Colterpoint Net Lease Real Estate ETF · $47MVanguard Morningstar Value ETF · $184B

+11.4%3 years · per year$13,839 · $18,551+22.9%

−0.1%5 years · per year$9,951 · $18,352+12.9%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

5.13%12-mo yield$513 · $180 on $10k1.80%

−16.7%Worst dropSmaller wins−6.4%

14.9%VolatilityLower wins10.2%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · VTV

8.4%O0.2%

8.6%VICI0.1%

Held in common0.3%

End-of-day Nov 4, 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%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 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%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs VTV

NETL

Colterpoint Net Lease Real Estate

$9,951

VTV

Vanguard Morningstar Value

$18,352

MeasureNETLVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield5.13%1.80%

5 years, per year−0.1%+12.9%

3 years, per year+11.4%+22.9%

Worst drop · 1Y−16.7%−6.4%

Volatility · 1Y14.9%10.2%

5–1measures won
VTV first

0.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: NETL, XLE, VTV

Today

7.9%most shared, XLE and VTV

NETLXLEVTV

NETL—0.0%0.3%

XLE0.0%—7.9%

VTV0.3%7.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

XLE$240 − $8 = $232

VTV$180 − $3 = $177

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee