NETL vs PSR

ANETL

BPSR

Measures won1–5PSR wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · PSR $10,999

Lowest cost0.08%XLE · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common8.9%NETL and PSR

NETL

PSR

Colterpoint Net Lease Real Estate ETF · $47MInvesco Active U.S. Real Estate ETF · $58M

+11.4%3 years · per year$13,839 · $15,160+14.9%

−0.1%5 years · per year$9,951 · $10,999+1.9%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

5.13%12-mo yield$513 · $259 on $10k2.59%

−16.7%Worst dropSmaller wins−11.2%

14.9%VolatilityLower wins14.2%

1–5PSR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · PSR

3.9%BNL2.3%

8.3%WPC2.3%

3.7%GLPI2.2%

8.4%O1.1%

Held in common8.9%

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	BPSR	Invesco Active U.S. Real Estate ETFRead Desk	0.35%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
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	BPSR	Invesco Active U.S. Real Estate ETFRead Desk	0.35%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
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 PSR

NETL

Colterpoint Net Lease Real Estate

$9,951

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureNETLPSR

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield5.13%2.59%

5 years, per year−0.1%+1.9%

3 years, per year+11.4%+14.9%

Worst drop · 1Y−16.7%−11.2%

Volatility · 1Y14.9%14.2%

5–1measures won
PSR first

8.9%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PSR, NETL, XLE

Today

8.9%most shared, PSR and NETL

PSRNETLXLE

PSR—8.9%0.0%

NETL8.9%—0.0%

XLE0.0%0.0%—

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

PSR$259 − $35 = $224

KeptFee

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