REET vs NETL

AREET

BNETL

Measures won5–1REET wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · REET $10,828

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common8.6%REET and NETL

REET

NETL

iShares Global REIT ETF · $4.9BColterpoint Net Lease Real Estate ETF · $48M

+13.6%3 years · per year$14,647 · $13,159+9.6%

+1.6%5 years · per year$10,828 · $9,825−0.4%

0.14%Expense ratio$14 · $60 on $10k · lower wins0.60%

3.45%12-mo yield$345 · $522 on $10k5.22%

−11.3%Worst dropSmaller wins−16.7%

12.6%VolatilityLower wins14.9%

5–1REET wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREET · NETL

3.1%O8.7%

1.5%VICI8.8%

0.8%WPC8.3%

0.6%GLPI3.7%

Held in common8.6%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AREET	iShares Global REIT ETFRead Desk	0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
3	BNETL	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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AREET	iShares Global REIT ETFRead Desk	0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
3	BNETL	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

REET vs NETL

REET

iShares Global REIT

$10,828

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureREETNETL

Fee0.14%0.60%

Cost on $10k a year$14$60

Yield3.45%5.22%

5 years, per year+1.6%−0.4%

3 years, per year+13.6%+9.6%

Worst drop · 1Y−11.3%−16.7%

Volatility · 1Y12.6%14.9%

5–1measures won
REET first

8.6%

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%

$40.5BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: REET, NETL, XLE

Today

8.6%most shared, REET and NETL

REETNETLXLE

REET—8.6%0.0%

NETL8.6%—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

REET$345 − $14 = $331

XLE$247 − $8 = $239

KeptFee

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