RWR vs NETL

ARWR

BNETL

Measures won5–1RWR wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLV $15,284

Lowest cost0.08%XLE · $8 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−10.5%XLV · 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

+15.3%3 years · per year$15,315 · $12,949+9.0%

+3.4%5 years · per year$11,818 · $9,871−0.3%

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

3.34%12-mo yield$334 · $514 on $10k5.14%

−12.8%Worst dropSmaller wins−16.7%

14.3%VolatilityLower wins15.0%

5–1RWR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRWR · NETL

4.4%O8.7%

1.4%WPC8.4%

0.8%ADC8.7%

0.8%NNN8.2%

Held in common10.5%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.34%	+1.5%	+17.5%	+18.4%	+15.3%	+3.4%	−12.8%	$1.9B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk	0.25%	3.34%	+1.5%	+17.5%	+18.4%	+15.3%	+3.4%	−12.8%	$1.9B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

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

RWR vs NETL

RWR

SPDR Dow Jones REIT

$11,818

NETL

Colterpoint Net Lease Real Estate

$9,871

MeasureRWRNETL

Fee0.25%0.60%

Cost on $10k a year$25$60

Yield3.34%5.14%

5 years, per year+3.4%−0.3%

3 years, per year+15.3%+9.0%

Worst drop · 1Y−12.8%−16.7%

Volatility · 1Y14.3%15.0%

5–1measures won
RWR first

10.5%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

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%

$120BAssets$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: RWR, NETL, XLE, XLV

Today

10.5%most shared, RWR and NETL

RWRNETLXLEXLV

RWR—10.5%0.0%0.0%

NETL10.5%—0.0%0.0%

XLE0.0%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

RWR$334 − $25 = $309

XLE$246 − $8 = $238

XLV$135 − $8 = $127

KeptFee

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