REAI vs NETL

AREAI

BNETL

Measures won3–2REAI wins · of 6 · 5Y

$10,000 · 5Y$9,951NETL

Lowest cost0.59%REAI · $59 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common11.1%REAI and NETL

REAI

NETL

Intelligent Real Estate ETF · $1MColterpoint Net Lease Real Estate ETF · $47M

+10.8%3 years · per year$13,596 · $13,798+11.3%

[…]5 years · per year[…] · $9,676−0.7%

0.59%Expense ratio$59 · $60 on $10k · lower wins0.60%

2.39%12-mo yield$239 · $522 on $10k5.22%

−10.2%Worst dropSmaller wins−16.7%

14.6%VolatilityLower wins14.8%

3–2REAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsREAI · NETL

4.4%STAG4.5%

3.7%IIPR4.3%

2.9%VICI8.6%

Held in common11.1%

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

Both

5Y2 funds

#			Trend
1	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M
2	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.39%	+0.5%	+9.9%	+4.3%	+10.8%	new	−10.2%	$1M

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

Both

5Y2 funds

#			Trend
1	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.22%	−0.6%	+6.1%	+6.2%	+11.3%	−0.7%	−16.7%	$47M
2	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.39%	+0.5%	+9.9%	+4.3%	+10.8%	new	−10.2%	$1M

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

REAI vs NETL

REAI

Intelligent Real Estate

[…]

NETL

Colterpoint Net Lease Real Estate

$9,676

MeasureREAINETL

Fee0.59%0.60%

Cost on $10k a year$59$60

Yield2.39%5.22%

5 years, per year[…]−0.7%

3 years, per year+10.8%+11.3%

Worst drop · 1Y−10.2%−16.7%

Volatility · 1Y14.6%14.8%

3–2measures won
REAI first

11.1%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: REAI, NETL

Today

11.1%most shared, REAI and NETL

REAINETL

REAI—11.1%

NETL11.1%—

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

REAI$239 − $59 = $180

KeptFee

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