XLE vs REAI

AXLE

BREAI

Measures won3–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · NETL $9,724

Lowest cost0.08%XLE · $8 on $10k

Most income5.18%NETL · $518 on $10k

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

Held in common0.0%XLE and REAI

XLE

REAI

State Street Energy Select Sector SPDR ETF · $44.1BIntelligent Real Estate ETF · $1M

+16.7%3 years · per year$15,905 · $13,305+10.0%

+20.5%5 years · per year$25,404 · […][…]

0.08%Expense ratio$8 · $59 on $10k · lower wins0.59%

2.47%12-mo yield$247 · $238 on $10k2.38%

−15.0%Worst dropSmaller wins−10.2%

23.3%VolatilityLower wins15.0%

3–2XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · REAI

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

Held in common0.0%

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M
3	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M
3	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.38%	−2.9%	+10.0%	+4.1%	+10.0%	new	−10.2%	$1M

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

Cards for this view

XLE vs REAI

XLE

Energy Select Sector SPDR

$25,404

REAI

Intelligent Real Estate

[…]

MeasureXLEREAI

Fee0.08%0.59%

Cost on $10k a year$8$59

Yield2.47%2.38%

5 years, per year+20.5%[…]

3 years, per year+16.7%+10.0%

Worst drop · 1Y−15.0%−10.2%

Volatility · 1Y23.3%15.0%

3–2measures won
XLE first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: REAI, NETL, XLE

Today

11.0%most shared, REAI and NETL

REAINETLXLE

REAI—11.0%0.0%

NETL11.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

XLE$247 − $8 = $239

REAI$238 − $59 = $179

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee