NETL vs SPYM

ANETL

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.1%NETL and SPYM

NETL

SPYM

Colterpoint Net Lease Real Estate ETF · $48MState Street SPDR Portfolio S&P 500 ETF · $179B

+9.0%3 years · per year$12,949 · $18,161+22.0%

−0.3%5 years · per year$9,871 · $17,553+11.9%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

5.14%12-mo yield$514 · $103 on $10k1.03%

−16.7%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · SPYM

8.7%O0.1%

8.7%VICI0.0%

Held in common0.1%

End-of-day Nov 9, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs SPYM

NETL

Colterpoint Net Lease Real Estate

$9,871

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureNETLSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield5.14%1.03%

5 years, per year−0.3%+11.9%

3 years, per year+9.0%+22.0%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y15.0%13.7%

5–1measures won
SPYM first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: VOO, NETL, XLE, SPYM

Today

92.7%most shared, VOO and SPYM

VOONETLXLESPYM

VOO—0.1%3.4%92.7%

NETL0.1%—0.0%0.1%

XLE3.4%0.0%—3.5%

SPYM92.7%0.1%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

XLE$246 − $8 = $238

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee