XLE vs NETL

AXLE

BNETL

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.0%XLE and NETL

XLE

NETL

State Street Energy Select Sector SPDR ETF · $40.5BColterpoint Net Lease Real Estate ETF · $48M

+15.9%3 years · per year$15,555 · $12,949+9.0%

+20.4%5 years · per year$25,271 · $9,871−0.3%

0.08%Expense ratio$8 · $60 on $10k · lower wins0.60%

2.46%12-mo yield$246 · $514 on $10k5.14%

−15.0%Worst dropSmaller wins−16.7%

23.3%VolatilityLower wins15.0%

4–2XLE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLE · NETL

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AXLE	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M
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	AXLE	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M
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

XLE vs NETL

XLE

Energy Select Sector SPDR

$25,271

NETL

Colterpoint Net Lease Real Estate

$9,871

MeasureXLENETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.46%5.14%

5 years, per year+20.4%−0.3%

3 years, per year+15.9%+9.0%

Worst drop · 1Y−15.0%−16.7%

Volatility · 1Y23.3%15.0%

4–2measures won
XLE first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SMMV, NETL, XLE, VUG

Today

3.1%most shared, SMMV and NETL

SMMVNETLXLEVUG

SMMV—3.1%0.4%0.0%

NETL3.1%—0.0%0.0%

XLE0.4%0.0%—0.2%

VUG0.0%0.0%0.2%—

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

XLE$246 − $8 = $238

SMMV$156 − $20 = $136

VUG$41 − $3 = $38

KeptFee

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