Compare · 4 funds side by side · dividends reinvested

NETL, SMMV, IJH and VTV

NETLNETL×SMMViShares×IJHiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

NETL, SMMV, IJH 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%$184B1.3

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%$285M2.6

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%$125B2.6

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M3.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: NETL 2019 · SMMV 2016 · IJH 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $47M$9,724

NETL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,412

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

NETLMeasureSMMV

+7.8%Year to dateJan 1 → Nov 5+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 5, 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

42.3%in top 5

SMMV

in top 56.8%

NETLStockSMMV

8.7%VICInot top 5

8.6%ADC1.2%

8.6%Onot top 5

8.3%WPCnot top 5

8.2%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 5, 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 5, 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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, SMMV, IJH, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

SMMV0.20%$20

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NETL, SMMV, IJH, VTV

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

VTV1.80%$180

SMMV1.54%$154

IJH1.21%$121

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

VTV$180 − $3 = $177

SMMV$154 − $20 = $134

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NETL, SMMV, IJH, VTV

Today

27.9%most shared, SMMV and IJH

NETLSMMVIJHVTV

NETL—3.1%1.6%0.3%

SMMV3.1%—27.9%0.0%

IJH1.6%27.9%—0.2%

VTV0.3%0.0%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%VTV, at 10.2% volatility

SMMVWorst drop−7.0%9.5% vol

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 5, 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 5, 2026

Popular Pairs Near These Four

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 5, 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 5, 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 5, 2026