XLRE vs NETL

AXLRE

BNETL

Measures won5–1XLRE wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · XLRE $11,213

Lowest cost0.08%XLRE · $8 on $10k

Most income5.13%NETL · $513 on $10k

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

Held in common7.2%XLRE and NETL

XLRE

NETL

State Street Real Estate Select Sector SPDR ETF · $8.3BColterpoint Net Lease Real Estate ETF · $47M

+15.5%3 years · per year$15,410 · $13,839+11.4%

+2.3%5 years · per year$11,213 · $9,951−0.1%

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

3.20%12-mo yield$320 · $513 on $10k5.13%

−11.1%Worst dropSmaller wins−16.7%

14.5%VolatilityLower wins14.9%

5–1XLRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLRE · NETL

4.3%O8.4%

3.0%VICI8.6%

Held in common7.2%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk	0.08%	3.20%	+3.3%	+14.5%	+14.4%	+15.5%	+2.3%	−11.1%	$8.3B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk	0.08%	3.20%	+3.3%	+14.5%	+14.4%	+15.5%	+2.3%	−11.1%	$8.3B
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

XLRE vs NETL

XLRE

Real Estate Select Sector SPDR

$11,213

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureXLRENETL

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield3.20%5.13%

5 years, per year+2.3%−0.1%

3 years, per year+15.5%+11.4%

Worst drop · 1Y−11.1%−16.7%

Volatility · 1Y14.5%14.9%

5–1measures won
XLRE first

7.2%

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: XLRE, NETL, XLF

Today

7.2%most shared, XLRE and NETL

XLRENETLXLF

XLRE—7.2%0.0%

NETL7.2%—0.0%

XLF0.0%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

XLRE$320 − $8 = $312

XLF$140 − $8 = $132

KeptFee

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