USRT vs NETL

AUSRT

BNETL

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$15,652XLV · USRT $12,294

Lowest cost0.08%USRT · $8 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common12.7%USRT and NETL

USRT

NETL

iShares Core U.S. REIT ETF · $4.3BColterpoint Net Lease Real Estate ETF · $47M

+17.7%3 years · per year$16,301 · $13,839+11.4%

+4.2%5 years · per year$12,294 · $9,951−0.1%

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

2.64%12-mo yield$264 · $513 on $10k5.13%

−12.4%Worst dropSmaller wins−16.7%

13.8%VolatilityLower wins14.9%

5–1USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · NETL

4.0%O8.4%

2.3%VICI8.6%

1.3%WPC8.3%

0.9%GLPI3.7%

Held in common12.7%

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 Three

5Y3 funds

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
3	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 Three

5Y3 funds

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
3	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

USRT vs NETL

USRT

iShares Core U.S. REIT

$12,294

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureUSRTNETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.64%5.13%

5 years, per year+4.2%−0.1%

3 years, per year+17.7%+11.4%

Worst drop · 1Y−12.4%−16.7%

Volatility · 1Y13.8%14.9%

5–1measures won
USRT first

12.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USRT, NETL, XLV

Today

12.7%most shared, USRT and NETL

USRTNETLXLV

USRT—12.7%0.0%

NETL12.7%—0.0%

XLV0.0%0.0%—

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

USRT$264 − $8 = $256

XLV$134 − $8 = $126

KeptFee

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