USRT vs XLE

AUSRT

BXLE

Measures won3–2USRT wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common0.0%USRT and XLE

USRT

XLE

iShares Core U.S. REIT ETF · $4.2BState Street Energy Select Sector SPDR ETF · $42.0B

+16.0%3 years · per year$15,602 · $15,939+16.8%

+3.7%5 years · per year$12,000 · $25,568+20.7%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.69%12-mo yield$269 · $247 on $10k2.47%

−12.4%Worst dropSmaller wins−15.0%

13.9%VolatilityLower wins23.3%

3–2USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · XLE

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

Held in common0.0%

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 Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
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	NETL	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 Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
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	NETL	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 XLE

USRT

iShares Core U.S. REIT

$12,000

XLE

Energy Select Sector SPDR

$25,569

MeasureUSRTXLE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.69%2.47%

5 years, per year+3.7%+20.7%

3 years, per year+16.0%+16.8%

Worst drop · 1Y−12.4%−15.0%

Volatility · 1Y13.9%23.3%

3–2measures won
USRT first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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, XLE

Today

12.9%most shared, USRT and NETL

USRTNETLXLE

USRT—12.9%0.0%

NETL12.9%—0.0%

XLE0.0%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

USRT$269 − $8 = $261

XLE$247 − $8 = $239

KeptFee

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