VYM vs NETL

AVYM

BNETL

Measures won5–1VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%VYM and NETL

VYM

NETL

Vanguard High Dividend Yield ETF · $78.9BColterpoint Net Lease Real Estate ETF · $48M

+19.6%3 years · per year$17,107 · $13,159+9.6%

+11.1%5 years · per year$16,941 · $9,825−0.4%

0.04%Expense ratio$4 · $60 on $10k · lower wins0.60%

2.31%12-mo yield$231 · $522 on $10k5.22%

−6.7%Worst dropSmaller wins−16.7%

10.6%VolatilityLower wins14.9%

5–1VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVYM · NETL

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 Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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
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	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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
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

VYM vs NETL

VYM

Vanguard High Dividend Yield

$16,941

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureVYMNETL

Fee0.04%0.60%

Cost on $10k a year$4$60

Yield2.31%5.22%

5 years, per year+11.1%−0.4%

3 years, per year+19.6%+9.6%

Worst drop · 1Y−6.7%−16.7%

Volatility · 1Y10.6%14.9%

5–1measures won
VYM first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VYM, NETL, SCHD, XLF

Today

21.9%most shared, VYM and SCHD

VYMNETLSCHDXLF

VYM—0.0%21.9%18.2%

NETL0.0%—0.0%0.0%

SCHD21.9%0.0%—3.4%

XLF18.2%0.0%3.4%—

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

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

XLF$144 − $8 = $136

KeptFee

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