RWR vs NETL

ARWR

BNETL

Measures won5–1RWR wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · XLF $15,503

Lowest cost0.08%XLE · $8 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−12.8%RWR · worst fall in 1Y

Held in common10.4%RWR and NETL

RWR

NETL

State Street SPDR Dow Jones REIT ETF · $1.8BColterpoint Net Lease Real Estate ETF · $47M

+17.5%3 years · per year$16,229 · $13,485+10.5%

+3.7%5 years · per year$11,973 · $9,724−0.6%

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

3.34%12-mo yield$334 · $518 on $10k5.18%

−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

4.3%O8.6%

1.4%WPC8.3%

0.8%ADC8.6%

0.8%NNN8.2%

Held in common10.4%

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 Four

5Y4 funds

#
1	XLE	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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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

RWR vs NETL

RWR

SPDR Dow Jones REIT

$11,973

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureRWRNETL

Fee0.25%0.60%

Cost on $10k a year$25$60

Yield3.34%5.18%

5 years, per year+3.7%−0.6%

3 years, per year+17.5%+10.5%

Worst drop · 1Y−12.8%−16.7%

Volatility · 1Y14.2%14.9%

5–1measures won
RWR first

10.4%

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: RWR, NETL, XLE, XLF

Today

10.4%most shared, RWR and NETL

RWRNETLXLEXLF

RWR—10.4%0.0%0.0%

NETL10.4%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLF0.0%0.0%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

RWR$334 − $25 = $309

XLE$247 − $8 = $239

XLF$144 − $8 = $136

KeptFee

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