XLE vs PPTY

AXLE

BPPTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · PPTY $10,581

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common0.0%XLE and PPTY

XLE

PPTY

State Street Energy Select Sector SPDR ETF · $42.0BUS Diversified Real Estate ETF · $23M

+16.8%3 years · per year$15,939 · $14,162+12.3%

+20.7%5 years · per year$25,568 · $10,581+1.1%

0.08%Expense ratio$8 · $53 on $10k · lower wins0.53%

2.47%12-mo yield$247 · $254 on $10k2.54%

−15.0%Worst dropSmaller wins−11.8%

23.3%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · PPTY

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

Held in common0.0%

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 Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M
3	NETL	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 Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M
3	NETL	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

XLE vs PPTY

XLE

Energy Select Sector SPDR

$25,569

PPTY

US Diversified Real Estate

$10,581

MeasureXLEPPTY

Fee0.08%0.53%

Cost on $10k a year$8$53

Yield2.47%2.54%

5 years, per year+20.7%+1.1%

3 years, per year+16.8%+12.3%

Worst drop · 1Y−15.0%−11.8%

Volatility · 1Y23.3%14.0%

3–2measures won
XLE first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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

Overlap: PPTY, NETL, XLE

Today

12.0%most shared, PPTY and NETL

PPTYNETLXLE

PPTY—12.0%0.0%

NETL12.0%—0.0%

XLE0.0%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

XLE$247 − $8 = $239

PPTY$254 − $53 = $201

KeptFee

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