NETL vs USRT

ANETL

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · USRT $11,898

Lowest cost0.08%USRT · $8 on $10k

Most income5.18%NETL · $518 on $10k

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

Held in common12.7%NETL and USRT

NETL

USRT

Colterpoint Net Lease Real Estate ETF · $48MiShares Core U.S. REIT ETF · $4.3B

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

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

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

5.18%12-mo yield$518 · $269 on $10k2.69%

−16.7%Worst dropSmaller wins−12.4%

14.9%VolatilityLower wins13.9%

1–5USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · USRT

8.6%O4.0%

8.7%VICI2.3%

8.3%WPC1.3%

3.7%GLPI0.9%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

NETL vs USRT

NETL

Colterpoint Net Lease Real Estate

$9,724

USRT

iShares Core U.S. REIT

$11,898

MeasureNETLUSRT

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.18%2.69%

5 years, per year−0.6%+3.5%

3 years, per year+10.5%+16.4%

Worst drop · 1Y−16.7%−12.4%

Volatility · 1Y14.9%13.9%

5–1measures won
USRT first

12.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USRT, NETL, XLF

Today

12.7%most shared, USRT and NETL

USRTNETLXLF

USRT—12.7%0.0%

NETL12.7%—0.0%

XLF0.0%0.0%—

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

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

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