RWR vs NETL

ARWR

BNETL

Measures won5–1RWR wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · RWR $11,716

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common10.5%RWR and NETL

RWR

NETL

State Street SPDR Dow Jones REIT ETF · $1.9BColterpoint Net Lease Real Estate ETF · $48M

+15.9%3 years · per year$15,574 · $13,159+9.6%

+3.2%5 years · per year$11,716 · $9,825−0.4%

0.25%Expense ratio$25 · $60 on $10k · lower wins0.60%

3.39%12-mo yield$339 · $522 on $10k5.22%

−12.8%Worst dropSmaller wins−16.7%

14.2%VolatilityLower wins14.9%

5–1RWR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRWR · NETL

4.4%O8.7%

1.4%WPC8.3%

0.8%ADC8.7%

0.8%NNN8.2%

Held in common10.5%

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 Four

5Y4 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%	$42.0B
2	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
4	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 Four

5Y4 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%	$42.0B
2	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
4	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

RWR vs NETL

RWR

SPDR Dow Jones REIT

$11,716

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureRWRNETL

Fee0.25%0.60%

Cost on $10k a year$25$60

Yield3.39%5.22%

5 years, per year+3.2%−0.4%

3 years, per year+15.9%+9.6%

Worst drop · 1Y−12.8%−16.7%

Volatility · 1Y14.2%14.9%

5–1measures won
RWR first

10.5%

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%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

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

Overlap: RWR, NETL, XLE, VNQ

Today

73.4%most shared, RWR and VNQ

RWRNETLXLEVNQ

RWR—10.5%0.0%73.4%

NETL10.5%—0.0%9.7%

XLE0.0%0.0%—0.0%

VNQ73.4%9.7%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

VNQ$356 − $13 = $343

RWR$339 − $25 = $314

XLE$247 − $8 = $239

KeptFee

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