SPY vs NETL

ASPY

BNETL

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%SPY and NETL

SPY

NETL

State Street SPDR S&P 500 ETF · $805BColterpoint Net Lease Real Estate ETF · $47M

+24.1%3 years · per year$19,132 · $13,839+11.4%

+12.6%5 years · per year$18,060 · $9,951−0.1%

0.09%Expense ratio$9 · $60 on $10k · lower wins0.60%

0.99%12-mo yield$99 · $513 on $10k5.13%

−8.9%Worst dropSmaller wins−16.7%

12.9%VolatilityLower wins14.9%

5–1SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPY · NETL

0.1%O8.4%

0.0%VICI8.6%

Held in common0.1%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs NETL

SPY

SPDR S&P 500

$18,060

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureSPYNETL

Fee0.09%0.60%

Cost on $10k a year$9$60

Yield0.99%5.13%

5 years, per year+12.6%−0.1%

3 years, per year+24.1%+11.4%

Worst drop · 1Y−8.9%−16.7%

Volatility · 1Y12.9%14.9%

5–1measures won
SPY first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPY, NETL, VOO, IVV

Today

99.9%most shared, SPY and IVV

SPYNETLVOOIVV

SPY—0.1%94.5%99.9%

NETL0.1%—0.1%0.1%

VOO94.5%0.1%—94.5%

IVV99.9%0.1%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

IVV$109 − $3 = $106

VOO$105 − $3 = $102

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee