Compare · 4 funds side by side · dividends reinvested

NETL, SMMV, XLF and IJH

NETLNETL×SMMViShares×XLFSPDR×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,503XLF · best of the four

02 / 04

NETL, SMMV, XLF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.6%+13.3%+15.1%+6.0%−7.0%9.8%$279M1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M3.3

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 · XLF 1998 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

XLF

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,724

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLFMeasureNETL

+6.3%Year to dateJan 1 → Nov 5+6.8%

+11.4%1 yearTotal return+7.5%

+23.0%3 years · per year$10,000 became $18,620 · $13,485+10.5%

+9.2%5 years · per year$10,000 became $15,503 · $9,724−0.6%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

1.44%Trailing 12-mo yield$144 · $518 a year on $10k5.18%

−14.8%Worst dropSmaller is better−16.7%

15.3%VolatilityLower is calmer14.9%

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

5–3XLF wins

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

More Ways to See the Pairs

XLF vs NETL: Top 5 Holdings

Today

XLF

43.7%in top 5

NETL

in top 542.3%

XLFStockNETL

12.9%BRK-Bnot top 5

11.2%JPMnot top 5

8.9%Vnot top 5

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

6.5%MAnot top 5

4.0%BACnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLF vs NETL Returns, Every Period

SPDRXLF

+9.2%

5 years, per year

NETLNETL

−0.6%

5 years, per year

XLFNETLFaded: behind in that period

3–1XLF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLF vs NETL

YTD

SPDRXLF

+6.3%

NETLNETL

+6.8%

+6.3%Year to date+6.8%

−14.8%Worst drop · 1Y−16.7%

15.3%Volatility · 1Y14.9%

1.4%Yield5.2%

$55.5BAssets$47.9M

3–1NETL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, SMMV, XLF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

XLF0.08%$8

SMMV0.20%$20

NETL0.60%$60

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

Yields: NETL, SMMV, XLF, IJH

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

SMMV1.57%$157

XLF1.44%$144

IJH1.26%$126

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

SMMV$157 − $20 = $137

XLF$144 − $8 = $136

IJH$126 − $5 = $121

KeptFee

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

Overlap: NETL, SMMV, XLF, IJH

Today

27.9%most shared, SMMV and IJH

NETLSMMVXLFIJH

NETL—3.1%0.0%1.6%

SMMV3.1%—0.5%27.9%

XLF0.0%0.5%—0.0%

IJH1.6%27.9%0.0%—

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

Return vs Bumpiness: 4 ETFs

+13.3%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLSMMV

+6.8%Year to date+9.6%

5.2%Yield1.6%

+7.5%Past year+13.3%

0.60%Fee0.20%

3–1SMMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026