NETL vs VOO

NETL vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricNETLVOOWinner
Expense Ratio0.60%0.03%
AUM$55M$997.4B
Dividend Yield4.61%1.08%
Holdings24509
YTD Return+14.48%+13.20%
1Y Return+13.82%+21.62%
3Y Return (annualized)+10.04%+22.16%
5Y Return (annualized)+1.60%+13.42%
Volatility (annualized)21.3%14.1%
Max Drawdown-51.5%-34.3%
Fund FamilyNet Lease ETFVanguard (US)
CategoryEquityEquity
InceptionMar 21, 2019Sep 7, 2010

NETL vs VOO Performance

Colterpoint Net Lease Real Estate ETF (NETL) is a ETF from Net Lease ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NETL returned +13.82% while VOO returned +21.62%. Year to date, NETL is up 14.48% versus a gain of 13.20% for VOO.

Over three years, NETL compounded at +10.04% per year against +22.16% for VOO; over five years the annualized figures are +1.60% and +13.42% respectively. Across the full 7-year window we track, VOO has the edge at +13.51% annualized vs +4.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NETL has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -51.5% for NETL and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NETL charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, NETL currently yields 4.61% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

NETL and VOO share 2 holdings out of 526 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NETLWeight in VOODifference
O8.07%0.09%7.98%
VICI7.26%0.04%7.22%

Frequently Asked Questions

Which is cheaper, NETL or VOO?

NETL has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, NETL or VOO?

Over the past year NETL returned +13.82% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), NETL annualized +4.67% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, NETL or VOO?

NETL has been the more volatile fund at 21.3% annualized versus 14.1% for VOO. Worst drawdown: NETL -51.5% vs VOO -34.3%.

Should I hold both NETL and VOO?

NETL and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NETL and VOO?

NETL and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, NETL or VOO?

NETL yields 4.61% while VOO yields 1.08%, so NETL currently pays the higher dividend yield.

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