NETL vs REAI

ANETL

BREAI

Measures won2–3REAI wins · of 6 · 5Y

$10,000 · 5Y$21,984XLK · XLV $15,284

Lowest cost0.08%XLK · $8 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common11.1%NETL and REAI

NETL

REAI

Colterpoint Net Lease Real Estate ETF · $48MIntelligent Real Estate ETF · $1M

+9.0%3 years · per year$12,949 · $13,087+9.4%

−0.3%5 years · per year$9,871 · […][…]

0.60%Expense ratio$60 · $59 on $10k · lower wins0.59%

5.14%12-mo yield$514 · $235 on $10k2.35%

−16.7%Worst dropSmaller wins−10.2%

15.0%VolatilityLower wins15.1%

2–3REAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · REAI

4.4%STAG4.3%

4.3%IIPR3.7%

8.7%VICI3.0%

Held in common11.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M
4	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.35%	+2.1%	+11.8%	+7.3%	+9.4%	new	−10.2%	$1M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M
4	BREAI	Intelligent Real Estate ETFRead Desk	0.59%	2.35%	+2.1%	+11.8%	+7.3%	+9.4%	new	−10.2%	$1M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs REAI

NETL

Colterpoint Net Lease Real Estate

$9,871

REAI

Intelligent Real Estate

[…]

MeasureNETLREAI

Fee0.60%0.59%

Cost on $10k a year$60$59

Yield5.14%2.35%

5 years, per year−0.3%[…]

3 years, per year+9.0%+9.4%

Worst drop · 1Y−16.7%−10.2%

Volatility · 1Y15.0%15.1%

3–2measures won
REAI first

11.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: REAI, NETL, XLK, XLV

Today

11.1%most shared, REAI and NETL

REAINETLXLKXLV

REAI—11.1%0.0%0.0%

NETL11.1%—0.0%0.0%

XLK0.0%0.0%—0.0%

XLV0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

REAI$235 − $59 = $176

XLV$135 − $8 = $127

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee