Compare · 4 funds side by side · dividends reinvested

NETL, SMMV, XLE and IWF

NETLNETL×SMMViShares×XLESPDR×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

NETL, SMMV, XLE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$277M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: NETL 2019 · SMMV 2016 · XLE 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Colterpoint Net Lease Real Estate ETF · $48M$10,606

NETL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$10,876

$10,000 since Jan 1, dividends reinvested · they hold 3.2% in common

NETLMeasureSMMV

+6.1%Year to dateJan 1 → Nov 6+8.8%

+6.2%1 yearTotal return+11.9%

+9.6%3 years · per year$10,000 became $13,159 · $15,003+14.5%

−0.4%5 years · per year$10,000 became $9,825 · $13,312+5.9%

0.60%Expense ratio$60 · $20 a year on $10k · lower is better0.20%

5.22%Trailing 12-mo yield$522 · $158 a year on $10k1.58%

−16.7%Worst dropSmaller is better−7.0%

14.9%VolatilityLower is calmer9.8%

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

1–7SMMV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NETL vs SMMV: Top 5 Holdings

Today

NETL

42.6%in top 5

SMMV

in top 56.9%

NETLStockSMMV

8.8%VICInot top 5

8.7%ADC1.3%

8.7%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

Held in common3.2%

End-of-day Nov 6, 2026 · share of each fund

NETL vs SMMV Returns, Every Period

NETLNETL

−0.4%

5 years, per year

SMMViShares

+5.9%

5 years, per year

NETLSMMVFaded: behind in that period

0–4SMMV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

NETL vs XLE

YTD

NETLNETL

+6.1%

XLESPDR

+40.6%

+6.1%Year to date+40.6%

−16.7%Worst drop · 1Y−15.0%

14.9%Volatility · 1Y23.3%

5.2%Yield2.5%

$48.2MAssets$42.0B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, SMMV, XLE, IWF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IWF0.18%$18

SMMV0.20%$20

NETL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NETL, SMMV, XLE, IWF

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

XLE2.47%$247

SMMV1.58%$158

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

SMMV$158 − $20 = $138

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NETL, SMMV, XLE, IWF

Today

3.2%most shared, NETL and SMMV

NETLSMMVXLEIWF

NETL—3.2%0.0%0.0%

SMMV3.2%—0.3%0.6%

XLE0.0%0.3%—0.5%

IWF0.0%0.6%0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%14.9% vol

IWFWorst drop−14.6%19.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+6.1%Year to date+40.6%

5.2%Yield2.5%

+6.2%Past year+45.0%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026