Compare · 4 funds side by side · dividends reinvested

SMMV, NETL, VUG and IWF

SMMViShares×NETLNETL×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SMMV, NETL, VUG 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%$285M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.0

Rank among the four1st → 4thFee, 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: SMMV 2016 · NETL 2019 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$16,559

IWF

NETL

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

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

IWFMeasureNETL

−0.1%Year to dateJan 1 → Nov 4+7.8%

−3.0%1 yearTotal return+7.5%

+22.3%3 years · per year$10,000 became $18,310 · $13,839+11.4%

+10.6%5 years · per year$10,000 became $16,559 · $9,951−0.1%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.37%Trailing 12-mo yield$37 · $513 a year on $10k5.13%

−15.6%Worst dropSmaller is better−16.7%

18.3%VolatilityLower is calmer14.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs NETL: Top 5 Holdings

Today

IWF

39.3%in top 5

NETL

in top 542.1%

IWFStockNETL

15.1%NVDAnot top 5

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

8.1%AAPLnot top 5

6.1%MSFTnot top 5

5.1%GOOGLnot top 5

4.8%AVGOnot top 5

Held in common0.0%

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

IWF vs NETL Returns, Every Period

iSharesIWF

+10.6%

5 years, per year

NETLNETL

−0.1%

5 years, per year

IWFNETLFaded: behind in that period

2–2Level

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

Stocks vs Sector: IWF vs NETL

YTD

iSharesIWF

−0.1%

NETLNETL

+7.8%

−0.1%Year to date+7.8%

−15.6%Worst drop · 1Y−16.7%

18.3%Volatility · 1Y14.9%

0.4%Yield5.1%

$121BAssets$47.2M

3–1NETL wins

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

Cost, Income and Risk

Fees: SMMV, NETL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMMV0.20%$20

NETL0.60%$60

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

Yields: SMMV, NETL, VUG, IWF

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

SMMV1.54%$154

VUG0.40%$40

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

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: SMMV, NETL, VUG, IWF

Today

77.4%most shared, VUG and IWF

SMMVNETLVUGIWF

SMMV—3.1%0.0%0.6%

NETL3.1%—0.0%0.0%

VUG0.0%0.0%—77.4%

IWF0.6%0.0%77.4%—

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

Return vs Bumpiness: 4 ETFs

+15.9%SMMV, at 9.5% volatility

SMMVWorst drop−7.0%9.5% vol

NETLWorst drop−16.7%14.9% vol

VUGWorst drop−16.1%18.2% 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 Four

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$62.5B

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%

$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