Compare · 4 funds side by side · dividends reinvested

NETL, SMMV, XLF and XLV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,690XLF · best of the four

02 / 04

NETL, SMMV, XLF and XLV, 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%$281M2.1

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$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 9, 2026 · returns include dividends · since: NETL 2019 · SMMV 2016 · XLF 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

NETL

XLV

State Street Health Care Select Sector SPDR ETF · $49.7B$15,284

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

NETLMeasureXLV

+7.6%Year to dateJan 1 → Nov 9+23.2%

+8.6%1 yearTotal return+31.2%

+9.0%3 years · per year$10,000 became $12,949 · $15,616+16.0%

−0.3%5 years · per year$10,000 became $9,871 · $15,284+8.9%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

5.14%Trailing 12-mo yield$514 · $135 a year on $10k1.35%

−16.7%Worst dropSmaller is better−10.5%

15.0%VolatilityLower is calmer16.9%

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

2–6XLV wins

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

More Ways to See the Pairs

NETL vs XLV: Top 5 Holdings

Today

NETL

42.6%in top 5

XLV

in top 544.5%

NETLStockXLV

not top 5LLY16.2%

not top 5JNJ9.9%

8.7%ADCnot top 5

8.7%VICInot top 5

8.7%Onot top 5

8.4%WPCnot top 5

8.2%NNNnot top 5

not top 5ABBV7.7%

not top 5MRK5.4%

not top 5UNH5.3%

Held in common0.0%

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

NETL vs XLV Returns, Every Period

NETLNETL

−0.3%

5 years, per year

XLVSPDR

+8.9%

5 years, per year

NETLXLVFaded: behind in that period

0–4XLV wins

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

Sector vs Stocks: NETL vs SMMV

YTD

NETLNETL

+7.6%

SMMViShares

+10.3%

+7.6%Year to date+10.3%

−16.7%Worst drop · 1Y−7.0%

15.0%Volatility · 1Y9.8%

5.1%Yield1.6%

$47.8MAssets$281M

3–1SMMV wins

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

Cost, Income and Risk

Fees: NETL, SMMV, XLF, XLV

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLV0.08%$8

SMMV0.20%$20

NETL0.60%$60

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

Yields: NETL, SMMV, XLF, XLV

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

SMMV1.56%$156

XLF1.42%$142

XLV1.35%$135

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

XLF$142 − $8 = $134

XLV$135 − $8 = $127

KeptFee

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

Overlap: NETL, SMMV, XLF, XLV

Today

3.1%most shared, NETL and SMMV

NETLSMMVXLFXLV

NETL—3.1%0.0%0.0%

SMMV3.1%—0.5%0.4%

XLF0.0%0.5%—0.0%

XLV0.0%0.4%0.0%—

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

Return vs Bumpiness: 4 ETFs

+31.2%XLV, at 16.9% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%15.0% vol

XLFWorst drop−14.8%15.3% vol

XLVWorst drop−10.5%16.9% vol

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

Paid More vs Made More

YTD

NETLXLV

+7.6%Year to date+23.2%

5.1%Yield1.4%

+8.6%Past year+31.2%

0.60%Fee0.08%

3–1XLV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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