Compare · 3 funds side by side · dividends reinvested

NETL, SMMV and IWF

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,310IWF · 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%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$280M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.1

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: NETL 2019 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $47M$9,951

NETL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280M$13,866

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

NETLMeasureSMMV

+7.8%Year to dateJan 1 → Nov 4+11.8%

+7.5%1 yearTotal return+15.9%

+11.4%3 years · per year$10,000 became $13,839 · $15,637+16.1%

−0.1%5 years · per year$10,000 became $9,951 · $13,866+6.8%

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

5.13%Trailing 12-mo yield$513 · $154 a year on $10k1.54%

−16.7%Worst dropSmaller is better−7.0%

14.9%VolatilityLower is calmer9.5%

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

1–7SMMV wins

End-of-day Nov 4, 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

42.1%in top 5

SMMV

in top 56.9%

NETLStockSMMV

8.6%ADC1.2%

8.6%VICInot top 5

8.4%Onot top 5

8.3%WPCnot top 5

8.3%NNNnot top 5

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

Held in common3.1%

End-of-day Nov 4, 2026 · share of each fund

NETL vs SMMV Returns, Every Period

NETLNETL

−0.1%

5 years, per year

SMMViShares

+6.8%

5 years, per year

NETLSMMVFaded: behind in that period

0–4SMMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: NETL vs SMMV

YTD

NETLNETL

+7.8%

SMMViShares

+11.8%

+7.8%Year to date+11.8%

−16.7%Worst drop · 1Y−7.0%

14.9%Volatility · 1Y9.5%

5.1%Yield1.5%

$47.3MAssets$280M

3–1SMMV wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: NETL, SMMV, IWF

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

SMMV1.54%$154

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

SMMV$154 − $20 = $134

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 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 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%SMMV, at 9.5% volatility

SMMVWorst drop−7.0%9.5% vol

NETLWorst drop−16.7%14.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NETLSMMV

+7.8%Year to date+11.8%

5.1%Yield1.5%

+7.5%Past year+15.9%

0.60%Fee0.20%

3–1SMMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026