Compare · 3 funds side by side · dividends reinvested

NETL, SMMV and IJR

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,193IJR · best of the three

02 / 04

NETL, SMMV and IJR, 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%$281M1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M2.6

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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

SMMV

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,871

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

SMMVMeasureNETL

+10.3%Year to dateJan 1 → Nov 9+7.6%

+14.4%1 yearTotal return+8.6%

+14.6%3 years · per year$10,000 became $15,054 · $12,949+9.0%

+5.8%5 years · per year$10,000 became $13,257 · $9,871−0.3%

0.20%Expense ratio$20 · $60 a year on $10k · lower is better0.60%

1.56%Trailing 12-mo yield$156 · $514 a year on $10k5.14%

−7.0%Worst dropSmaller is better−16.7%

9.8%VolatilityLower is calmer15.0%

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

7–1SMMV wins

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

More Ways to See the Pairs

SMMV vs NETL: Top 5 Holdings

Today

SMMV

6.9%in top 5

NETL

in top 542.6%

SMMVStockNETL

1.3%ADC8.7%

not top 5VICI8.7%

not top 5O8.7%

not top 5WPC8.4%

not top 5NNN8.2%

1.5%PNWnot top 5

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

Held in common3.1%

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

SMMV vs NETL Returns, Every Period

iSharesSMMV

+5.8%

5 years, per year

NETLNETL

−0.3%

5 years, per year

SMMVNETLFaded: behind in that period

4–0SMMV wins

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

Stocks vs Sector: SMMV vs NETL

YTD

iSharesSMMV

+10.3%

NETLNETL

+7.6%

+10.3%Year to date+7.6%

−7.0%Worst drop · 1Y−16.7%

9.8%Volatility · 1Y15.0%

1.6%Yield5.1%

$281MAssets$47.8M

3–1SMMV wins

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

Cost, Income and Risk

Fees: NETL, SMMV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMMV0.20%$20

NETL0.60%$60

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

Yields: NETL, SMMV, IJR

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

SMMV1.56%$156

IJR1.21%$121

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

IJR$121 − $6 = $115

KeptFee

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

Overlap: NETL, SMMV, IJR

Today

17.7%most shared, SMMV and IJR

NETLSMMVIJR

NETL—3.1%1.1%

SMMV3.1%—17.7%

IJR1.1%17.7%—

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

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%15.0% vol

IJRWorst drop−9.7%16.4% vol

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

Paid More vs Made More

YTD

NETLIJR

+7.6%Year to date+18.9%

5.1%Yield1.2%

+8.6%Past year+22.8%

0.60%Fee0.06%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026