NETL vs XLRE

ANETL

BXLRE

Measures won1–5XLRE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · XLRE $10,850

Lowest cost0.08%XLRE · $8 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common7.2%NETL and XLRE

NETL

XLRE

Colterpoint Net Lease Real Estate ETF · $48MState Street Real Estate Select Sector SPDR ETF · $8.6B

+10.5%3 years · per year$13,485 · $14,836+14.1%

−0.6%5 years · per year$9,724 · $10,850+1.6%

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

5.18%12-mo yield$518 · $326 on $10k3.26%

−16.7%Worst dropSmaller wins−11.1%

14.9%VolatilityLower wins14.6%

1–5XLRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · XLRE

8.6%O4.3%

8.7%VICI3.0%

Held in common7.2%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk	0.08%	3.26%	−1.8%	+12.4%	+12.0%	+14.1%	+1.6%	−11.1%	$8.6B
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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk	0.08%	3.26%	−1.8%	+12.4%	+12.0%	+14.1%	+1.6%	−11.1%	$8.6B
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 XLRE

NETL

Colterpoint Net Lease Real Estate

$9,724

XLRE

Real Estate Select Sector SPDR

$10,850

MeasureNETLXLRE

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.18%3.26%

5 years, per year−0.6%+1.6%

3 years, per year+10.5%+14.1%

Worst drop · 1Y−16.7%−11.1%

Volatility · 1Y14.9%14.6%

5–1measures won
XLRE first

7.2%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

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

Overlap: XLRE, NETL, XLE

Today

7.2%most shared, XLRE and NETL

XLRENETLXLE

XLRE—7.2%0.0%

NETL7.2%—0.0%

XLE0.0%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

XLRE$326 − $8 = $318

XLE$247 − $8 = $239

KeptFee

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