Compare · 3 funds side by side · dividends reinvested

NETL, SMMV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

NETL, SMMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.1

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: NETL 2019 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$9,780

IWF

NETL

Colterpoint Net Lease Real Estate ETF · $48M$10,865

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

IWFMeasureNETL

−2.5%Year to dateJan 1 → Nov 9+7.6%

−2.2%1 yearTotal return+8.6%

+19.8%3 years · per year$10,000 became $17,207 · $12,949+9.0%

+9.7%5 years · per year$10,000 became $15,892 · $9,871−0.3%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.38%Trailing 12-mo yield$38 · $514 a year on $10k5.14%

−14.6%Worst dropSmaller is better−16.7%

19.5%VolatilityLower is calmer15.0%

IWFNETL Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs NETL: Top 5 Holdings

Today

IWF

39.7%in top 5

NETL

in top 542.6%

IWFStockNETL

14.3%NVDAnot top 5

8.8%AAPLnot top 5

not top 5ADC8.7%

not top 5VICI8.7%

not top 5O8.7%

not top 5WPC8.4%

not top 5NNN8.2%

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWF vs NETL Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

NETLNETL

−0.3%

5 years, per year

IWFNETLFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IWF vs NETL

YTD

iSharesIWF

−2.5%

NETLNETL

+7.6%

−2.5%Year to date+7.6%

−14.6%Worst drop · 1Y−16.7%

19.5%Volatility · 1Y15.0%

0.4%Yield5.1%

$118BAssets$47.8M

3–1NETL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, SMMV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SMMV0.20%$20

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NETL, SMMV, IWF

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

SMMV1.56%$156

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

SMMV$156 − $20 = $136

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NETL, SMMV, IWF

Today

3.1%most shared, NETL and SMMV

NETLSMMVIWF

NETL—3.1%0.0%

SMMV3.1%—0.6%

IWF0.0%0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.4%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%15.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NETLSMMV

+7.6%Year to date+10.3%

5.1%Yield1.6%

+8.6%Past year+14.4%

0.60%Fee0.20%

3–1SMMV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026