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NETL vs SCHH
Which ETF would AI Choose? Colterpoint Net Lease Real Estate ETF (NETL) vs. Schwab U.S. REIT ETF (SCHH)
Key Takeaways
- NETL is a concentrated, thematic fund holding roughly two dozen net lease real estate investment trusts (REITs), while SCHH is a broad, market-cap-weighted portfolio of roughly 125 U.S. equity REITs spanning healthcare, industrial, data center, tower, retail, and residential property.
- Cost structure is sharply different: NETL charges a 0.60% expense ratio, whereas SCHH charges just 0.07%, giving SCHH a meaningful structural advantage for long-term investors.
- NETL delivers a higher distribution profile with monthly income, reflecting its focus on triple-net leases, while SCHH offers greater diversification and substantially larger scale and liquidity.
- Both funds sit squarely in the real estate sector, but NETL is a niche thematic bet on net lease operators, while SCHH captures the entire investable U.S. REIT universe.
- Relative positioning, diversification, cost efficiency, and structural breadth currently favor the broad fund.
- Tickeron AI Verdict: SCHH.
Introduction
Investors evaluating real estate exposure often weigh a specialized vehicle against a broad benchmark. The Colterpoint Net Lease Real Estate ETF (NETL) and the Schwab U.S. REIT ETF (SCHH) illustrate that choice well. They do not compete head-to-head in the traditional sense: NETL is a concentrated thematic product dedicated solely to the net lease segment of the REIT market, while SCHH is a diversified, low-cost core holding that mirrors the broader U.S. REIT universe. Comparing them clarifies how much an investor is paying, in fees and concentration risk, for targeted income-oriented exposure versus broad real estate diversification. This ETF comparison examines their structure, sector exposure, and relative positioning in the current market environment.
Colterpoint Net Lease Real Estate ETF (NETL) Overview
NETL is the first and only U.S.-listed exchange-traded fund dedicated to the publicly traded net lease REIT sector. It is a passive, rules-based fund that tracks the Colterpoint Net Lease Real Estate Index, calculated by NASDAQ, and invests in U.S.-listed companies deriving at least 85% of their revenue from net lease operations, where tenants are responsible for property taxes, insurance, and maintenance under long-term leases.
The fund holds approximately 22 positions, with a top-heavy, modified market-cap weighting. Leading holdings include WPC (W.P. Carey), ADC (Agree Realty), O (Realty Income), NNN (NNN REIT), and VICI (VICI Properties), each around 8% of assets, followed by names such as STAG, LXP, and EPR. Sector allocation is effectively 100% real estate, concentrated in net lease. The expense ratio is 0.60%, and the fund is non-diversified, rebalanced quarterly, with concentration caps on individual issuers and tenants. Its smaller asset base contributes to thinner trading liquidity relative to core REIT funds.
Schwab U.S. REIT ETF (SCHH) Overview
SCHH seeks to track the Dow Jones Equity All REIT Capped Index, a market-cap-weighted benchmark of U.S. equity REITs that excludes mortgage REITs and hybrid REITs. It is a passive, broadly diversified fund holding roughly 125 securities and charging an expense ratio of just 0.07%.
Top holdings reflect the breadth of the REIT landscape: WELL (Welltower), PLD (Prologis), EQIX (Equinix), DLR (Digital Realty), AMT (American Tower), SPG (Simon Property Group), PSA (Public Storage), and VTR (Ventas). Sector allocation spans healthcare, industrial, data center, telecom tower, retail, multifamily residential, self-storage, and office REITs, providing balanced diversification rather than a single-theme tilt. With a multi-billion-dollar asset base and deep trading volume, SCHH offers strong liquidity and a much lower cost structure than the thematic alternative.
Industry and Thematic Backdrop
Both funds are shaped by the same macro forces affecting the REIT complex. Interest rate expectations remain the dominant driver, because REITs are capital-intensive and sensitive to changes in borrowing costs and the appeal of competing income assets. Over recent market cycles, shifting rate expectations and inflation trends have created meaningful dispersion across REIT sub-sectors.
Data center and tower REITs have benefited from durable demand tied to cloud computing and artificial intelligence infrastructure, while industrial and healthcare names have drawn support from secular trends. Net lease operators, by contrast, offer long-duration, contractual cash flows but face sensitivity to financing conditions and tenant credit quality. Regulatory and capital-flow dynamics, including inflows into low-cost passive funds, continue to favor broad, liquid REIT vehicles. Concentration in any single property type adds idiosyncratic risk that broad diversification can help offset.
Performance and Positioning Comparison
Over recent weeks and months, the two funds have reflected their structural differences in relative positioning. The broad REIT complex has seen leadership from data center, tower, and healthcare names, segments in which SCHH holds meaningful weight but NETL has little to no exposure. Net lease operators, meanwhile, have been more directly influenced by financing costs and lease-spread dynamics, making NETL more sensitive to the interest-rate cycle and less diversified across growth-oriented property types.
Volatility profiles differ accordingly: SCHH, with 125 holdings across many sub-sectors, tends to exhibit lower idiosyncratic risk, while NETL's two dozen holdings and single-theme focus can amplify drawdowns during net lease-specific corrections. NETL compensates with a higher, monthly income stream and stronger contractual rent visibility, while SCHH offers cost efficiency and broader participation in the sector's fastest-growing niches. From a relative positioning standpoint, SCHH's diversification and lower fee drag have supported more consistent risk-adjusted behavior.
AI Screener
Tickeron's AI Screener is an AI-powered stock and ETF discovery tool designed to help traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of securities using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics, helping to surface trade ideas, trending names, and breakout candidates far more efficiently than manual screening. For investors comparing funds like NETL and SCHH, the AI Screener provides a structured way to evaluate sector exposure and relative strength across the real estate universe. Explore the AI Screener to refine your own screening criteria and uncover new market opportunities.
Tickeron AI Verdict
Based on observable structural characteristics, Tickeron's AI would currently favor SCHH over NETL. The reasoning is rooted in several durable factors rather than short-term price moves. SCHH carries a materially lower expense ratio (0.07% versus 0.60%), holds roughly five times as many securities, spans multiple growth-oriented and defensive REIT sub-sectors, and commands substantially greater liquidity and scale. These attributes support more consistent trend consistency, lower concentration risk, and stronger risk-adjusted positioning. NETL remains a reasonable vehicle for investors seeking concentrated, high-yielding net lease exposure with monthly distributions, but its single-theme tilt, higher cost, and thinner liquidity make it the less structurally advantaged option in the current environment. This assessment is probabilistic and based on fund characteristics, not a personalized recommendation.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NETL is a Buy and SCHH is a Buy.
NETL in upward trend: price rose above 50-day moving average on November 04, 2026
NETL moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend. In 40 of 47 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where NETL's RSI Indicator exited the oversold zone, 19 of 24 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Momentum Indicator moved above the 0 level on October 29, 2026. You may want to consider a long position or call options on NETL as a result. In 75 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 84%.
The Moving Average Convergence Divergence (MACD) for NETL just turned positive on October 09, 2026. Looking at past instances where NETL's MACD turned positive, the stock continued to rise in 34 of 44 cases over the following month. The odds of a continued upward trend are 77%.
Following a +1.63% 3-day Advance, the price is estimated to grow further. Considering data from situations where NETL advanced for three days, in 247 of 310 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
The 50-day moving average for NETL moved below the 200-day moving average on October 09, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NETL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 81%.
NETL broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for NETL entered a downward trend on October 29, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
SCHH's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for SCHH turned positive on October 09, 2026. Looking at past instances where SCHH's MACD turned positive, the stock continued to rise in 41 of 47 cases over the following month. The odds of a continued upward trend are 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on SCHH as a result. In 66 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 79%.
SCHH moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for SCHH crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 78%.
Following a +2.96% 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHH advanced for three days, in 241 of 298 cases, the price rose further within the following month. The odds of a continued upward trend are 81%.
Bearish Trend Analysis
The RSI Indicator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for SCHH moved below the 200-day moving average on October 29, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SCHH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 83%.
SCHH broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for SCHH entered a downward trend on October 19, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
| NETL | SCHH | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 79% | 1 day ago 76% |
| Stochastic ODDS (%) | 1 day ago 76% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 84% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 77% | 1 day ago 87% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 82% |
| TrendMonth ODDS (%) | 1 day ago 81% | 1 day ago 80% |
| Advances ODDS (%) | 20 days ago 80% | 1 day ago 81% |
| Declines ODDS (%) | 8 days ago 81% | 8 days ago 83% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 79% | 1 day ago 79% |
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NETL and
Correlation & Price change
A.I.dvisor indicates that over the last year, NETL has been closely correlated with NNN. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if NETL jumps, then NNN could also see price increases.
| Ticker / NAME | Correlation To NETL | 1D Price Change % | ||
|---|---|---|---|---|
| NETL | 100% | +1.62% | ||
| NNN - NETL | 84% Closely correlated | -0.14% | ||
| ADC - NETL | 84% Closely correlated | +1.60% | ||
| O - NETL | 81% Closely correlated | +2.99% | ||
| FCPT - NETL | 81% Closely correlated | +2.33% | ||
| EPRT - NETL | 80% Closely correlated | +2.52% | ||
More | ||||
SCHH and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHH has been closely correlated with O. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHH jumps, then O could also see price increases.
| Ticker / NAME | Correlation To SCHH | 1D Price Change % | ||
|---|---|---|---|---|
| SCHH | 100% | +2.92% | ||
| O - SCHH | 75% Closely correlated | +2.99% | ||
| KIM - SCHH | 75% Closely correlated | +3.56% | ||
| CUBE - SCHH | 74% Closely correlated | +3.68% | ||
| PLD - SCHH | 73% Closely correlated | +1.77% | ||
| EXR - SCHH | 73% Closely correlated | +3.08% | ||
More | ||||
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