USRT vs NETL

AUSRT

BNETL

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common12.9%USRT and NETL

USRT

NETL

iShares Core U.S. REIT ETF · $4.2BColterpoint Net Lease Real Estate ETF · $48M

+16.0%3 years · per year$15,602 · $13,159+9.6%

+3.7%5 years · per year$12,000 · $9,825−0.4%

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

2.69%12-mo yield$269 · $522 on $10k5.22%

−12.4%Worst dropSmaller wins−16.7%

13.9%VolatilityLower wins14.9%

5–1USRT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSRT · NETL

4.1%O8.7%

2.3%VICI8.8%

1.3%WPC8.3%

0.9%GLPI3.7%

Held in common12.9%

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	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
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
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	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
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
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

USRT vs NETL

USRT

iShares Core U.S. REIT

$12,000

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureUSRTNETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.69%5.22%

5 years, per year+3.7%−0.4%

3 years, per year+16.0%+9.6%

Worst drop · 1Y−12.4%−16.7%

Volatility · 1Y13.9%14.9%

5–1measures won
USRT first

12.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

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: USRT, NETL, VNQ, XLF

Today

79.9%most shared, USRT and VNQ

USRTNETLVNQXLF

USRT—12.9%79.9%0.0%

NETL12.9%—9.7%0.0%

VNQ79.9%9.7%—0.0%

XLF0.0%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

VNQ$356 − $13 = $343

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

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