XLF vs NETL

AXLF

BNETL

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF · SMMV $13,257

Lowest cost0.08%XLF · $8 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.0%XLF and NETL

XLF

NETL

State Street Financial Select Sector SPDR ETF · $53.4BColterpoint Net Lease Real Estate ETF · $48M

+22.2%3 years · per year$18,230 · $12,949+9.0%

+9.4%5 years · per year$15,690 · $9,871−0.3%

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

1.42%12-mo yield$142 · $514 on $10k5.14%

−14.8%Worst dropSmaller wins−16.7%

15.3%VolatilityLower wins15.0%

4–2XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · 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 Three

5Y3 funds

#
1	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	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
3	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 Three

5Y3 funds

#
1	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	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
3	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

XLF vs NETL

XLF

Financial Select Sector SPDR

$15,690

NETL

Colterpoint Net Lease Real Estate

$9,871

MeasureXLFNETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield1.42%5.14%

5 years, per year+9.4%−0.3%

3 years, per year+22.2%+9.0%

Worst drop · 1Y−14.8%−16.7%

Volatility · 1Y15.3%15.0%

4–2measures won
XLF first

0.0%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SMMV, NETL, XLF

Today

3.1%most shared, SMMV and NETL

SMMVNETLXLF

SMMV—3.1%0.5%

NETL3.1%—0.0%

XLF0.5%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

SMMV$156 − $20 = $136

XLF$142 − $8 = $134

KeptFee

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