Compare · 4 funds side by side · dividends reinvested

SMMV, NETL, XLE and IJH

SMMViShares×NETLNETL×XLESPDR×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

SMMV, NETL, XLE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.1

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%$281M2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.4

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: SMMV 2016 · NETL 2019 · XLE 1998 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $125B$14,049

IJH

NETL

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

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

IJHMeasureNETL

+13.6%Year to dateJan 1 → Nov 9+7.6%

+17.5%1 yearTotal return+8.6%

+16.9%3 years · per year$10,000 became $15,960 · $12,949+9.0%

+7.0%5 years · per year$10,000 became $14,049 · $9,871−0.3%

0.05%Expense ratio$5 · $60 a year on $10k · lower is better0.60%

1.21%Trailing 12-mo yield$121 · $514 a year on $10k5.14%

−8.8%Worst dropSmaller is better−16.7%

15.8%VolatilityLower is calmer15.0%

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

6–2IJH wins

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

More Ways to See the Pairs

IJH vs NETL: Top 5 Holdings

Today

IJH

3.5%in top 5

NETL

in top 542.6%

IJHStockNETL

not top 5ADC8.7%

not top 5VICI8.7%

not top 5O8.7%

not top 5WPC8.4%

not top 5NNN8.2%

0.7%FTInot top 5

0.7%UTHRnot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common1.6%

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

IJH vs NETL Returns, Every Period

iSharesIJH

+7.0%

5 years, per year

NETLNETL

−0.3%

5 years, per year

IJHNETLFaded: behind in that period

4–0IJH wins

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

Stocks vs Sector: IJH vs NETL

YTD

iSharesIJH

+13.6%

NETLNETL

+7.6%

+13.6%Year to date+7.6%

−8.8%Worst drop · 1Y−16.7%

15.8%Volatility · 1Y15.0%

1.2%Yield5.1%

$125BAssets$47.8M

2–2level

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

Cost, Income and Risk

Fees: SMMV, NETL, XLE, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

XLE0.08%$8

SMMV0.20%$20

NETL0.60%$60

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

Yields: SMMV, NETL, XLE, IJH

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

XLE2.46%$246

SMMV1.56%$156

IJH1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

XLE$246 − $8 = $238

SMMV$156 − $20 = $136

IJH$121 − $5 = $116

KeptFee

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

Overlap: SMMV, NETL, XLE, IJH

Today

28.0%most shared, SMMV and IJH

SMMVNETLXLEIJH

SMMV—3.1%0.4%28.0%

NETL3.1%—0.0%1.6%

XLE0.4%0.0%—0.0%

IJH28.0%1.6%0.0%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%15.0% vol

IJHWorst drop−8.8%15.8% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

NETLXLE

+7.6%Year to date+41.3%

5.1%Yield2.5%

+8.6%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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