REET vs NETL

AREET

BNETL

Measures won5–1REET wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · REET $11,038

Lowest cost0.08%XLF · $8 on $10k

Most income5.13%NETL · $513 on $10k

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

Held in common8.5%REET and NETL

REET

NETL

iShares Global REIT ETF · $4.9BColterpoint Net Lease Real Estate ETF · $47M

+15.1%3 years · per year$15,230 · $13,839+11.4%

+2.0%5 years · per year$11,038 · $9,951−0.1%

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

3.39%12-mo yield$339 · $513 on $10k5.13%

−11.3%Worst dropSmaller wins−16.7%

12.5%VolatilityLower wins14.9%

5–1REET wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREET · NETL

3.0%O8.4%

1.5%VICI8.6%

0.8%WPC8.3%

0.6%GLPI3.7%

Held in common8.5%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	AREET	iShares Global REIT ETFRead Desk	0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B
3	BNETL	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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	AREET	iShares Global REIT ETFRead Desk	0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.9B
3	BNETL	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

REET vs NETL

REET

iShares Global REIT

$11,038

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureREETNETL

Fee0.14%0.60%

Cost on $10k a year$14$60

Yield3.39%5.13%

5 years, per year+2.0%−0.1%

3 years, per year+15.1%+11.4%

Worst drop · 1Y−11.3%−16.7%

Volatility · 1Y12.5%14.9%

5–1measures won
REET first

8.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REET, NETL, XLF

Today

8.5%most shared, REET and NETL

REETNETLXLF

REET—8.5%0.0%

NETL8.5%—0.0%

XLF0.0%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

REET$339 − $14 = $325

XLF$140 − $8 = $132

KeptFee

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