Compare · 3 funds side by side · dividends reinvested

IJH, NETL and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

IJH, NETL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IJH 2000 · NETL 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

NETLMeasureVTV

+7.8%Year to dateJan 1 → Nov 4+22.8%

+7.5%1 yearTotal return+27.5%

+11.4%3 years · per year$10,000 became $13,839 · $18,551+22.9%

−0.1%5 years · per year$10,000 became $9,951 · $18,352+12.9%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

5.13%Trailing 12-mo yield$513 · $180 a year on $10k1.80%

−16.7%Worst dropSmaller is better−6.4%

14.9%VolatilityLower is calmer10.2%

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

1–7VTV 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 VTV: Top 5 Holdings

Today

NETL

42.1%in top 5

VTV

in top 515.8%

NETLStockVTV

8.6%ADCnot top 5

8.6%VICInot top 5

8.4%Onot top 5

8.3%WPCnot top 5

8.3%NNNnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.3%

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

NETL vs VTV Returns, Every Period

NETLNETL

−0.1%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

NETLVTVFaded: behind in that period

0–4VTV wins

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

Sector vs Stocks: NETL vs VTV

YTD

NETLNETL

+7.8%

VTVVanguard

+22.8%

+7.8%Year to date+22.8%

−16.7%Worst drop · 1Y−6.4%

14.9%Volatility · 1Y10.2%

5.1%Yield1.8%

$47.2MAssets$184B

3–1VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJH, NETL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

NETL0.60%$60

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

Yields: IJH, NETL, VTV

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

VTV1.80%$180

IJH1.21%$121

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

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

VTV$180 − $3 = $177

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IJH, NETL, VTV

Today

1.6%most shared, IJH and NETL

IJHNETLVTV

IJH—1.6%0.2%

NETL1.6%—0.3%

VTV0.2%0.3%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

NETLWorst drop−16.7%14.9% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

NETLVTV

+7.8%Year to date+22.8%

5.1%Yield1.8%

+7.5%Past year+27.5%

0.60%Fee0.03%

3–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026