XLI vs NETL

AXLI

BNETL

Measures won4–2XLI wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · XLI $16,779

Lowest cost0.08%XLI · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common0.0%XLI and NETL

XLI

NETL

State Street Industrial Select Sector SPDR ETF · $29.8BColterpoint Net Lease Real Estate ETF · $48M

+19.8%3 years · per year$17,186 · $13,159+9.6%

+10.9%5 years · per year$16,779 · $9,825−0.4%

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

1.16%12-mo yield$116 · $522 on $10k5.22%

−12.7%Worst dropSmaller wins−16.7%

17.8%VolatilityLower wins14.9%

4–2XLI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLI · 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk	0.08%	1.16%	+0.1%	+5.7%	+7.4%	+19.8%	+10.9%	−12.7%	$29.8B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk	0.08%	1.16%	+0.1%	+5.7%	+7.4%	+19.8%	+10.9%	−12.7%	$29.8B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
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

XLI vs NETL

XLI

Industrial Select Sector SPDR

$16,779

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureXLINETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield1.16%5.22%

5 years, per year+10.9%−0.4%

3 years, per year+19.8%+9.6%

Worst drop · 1Y−12.7%−16.7%

Volatility · 1Y17.8%14.9%

4–2measures won
XLI 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%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

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

Overlap: XLI, NETL, XLE, VNQ

Today

9.7%most shared, NETL and VNQ

XLINETLXLEVNQ

XLI—0.0%0.0%0.0%

NETL0.0%—0.0%9.7%

XLE0.0%0.0%—0.0%

VNQ0.0%9.7%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

VNQ$356 − $13 = $343

XLE$247 − $8 = $239

XLI$116 − $8 = $108

KeptFee

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