USRT vs NETL

AUSRT

BNETL

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$11,898USRT · VNQ $10,599

Lowest cost0.08%USRT · $8 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common12.7%USRT and NETL

USRT

NETL

iShares Core U.S. REIT ETF · $4.4BColterpoint Net Lease Real Estate ETF · $47M

+16.4%3 years · per year$15,762 · $13,485+10.5%

+3.5%5 years · per year$11,898 · $9,724−0.6%

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

2.69%12-mo yield$269 · $518 on $10k5.18%

−12.4%Worst dropSmaller wins−16.7%

13.9%VolatilityLower wins14.9%

5–1USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · NETL

4.0%O8.6%

2.3%VICI8.7%

1.3%WPC8.3%

0.9%GLPI3.7%

Held in common12.7%

End-of-day Nov 5, 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	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.54%	−1.8%	+11.8%	+12.0%	+14.1%	+1.2%	−11.4%	$35.9B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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

All Three

5Y3 funds

#
1	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.54%	−1.8%	+11.8%	+12.0%	+14.1%	+1.2%	−11.4%	$35.9B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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

Cards for this view

USRT vs NETL

USRT

iShares Core U.S. REIT

$11,898

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureUSRTNETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.69%5.18%

5 years, per year+3.5%−0.6%

3 years, per year+16.4%+10.5%

Worst drop · 1Y−12.4%−16.7%

Volatility · 1Y13.9%14.9%

5–1measures won
USRT first

12.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USRT, NETL, VNQ

Today

80.2%most shared, USRT and VNQ

USRTNETLVNQ

USRT—12.7%80.2%

NETL12.7%—9.7%

VNQ80.2%9.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

VNQ$354 − $13 = $341

USRT$269 − $8 = $261

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee