RWR vs NETL

ARWR

BNETL

Measures won5–1RWR wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−12.8%RWR · 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	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
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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	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
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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RWR, NETL, XLF, VGT

Today

10.5%most shared, RWR and NETL

RWRNETLXLFVGT

RWR—10.5%0.0%0.0%

NETL10.5%—0.0%0.0%

XLF0.0%0.0%—0.0%

VGT0.0%0.0%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

RWR$339 − $25 = $314

XLF$144 − $8 = $136

VGT$44 − $9 = $35

KeptFee

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